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Shepherd Financial Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Shepherd Financial Partners’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-7,889
Closed -$301K – 176
2022
Q3 		$301K Buy
+7,889
New +$334K 0.06% 137

Other funds holding XYLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Shepherd Financial Partners's XYLD Position: Q4 2022 in Review

Shepherd Financial Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2022, closing a stake of 7,889 shares — an estimated $301K sold.

Shepherd Financial Partners first reported a position in XYLD in Q3 2022 and held it in 1 quarter. The position peaked at $301K in Q3 2022. 174 funds tracked by Wall St. Rank hold XYLD as of Q4 2022.

  • Shepherd Financial Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
  • Shepherd Financial Partners sold 7,889 Global X S&P 500 Covered Call ETF shares in Q4 2022, an estimated $301K.
  • Shepherd Financial Partners first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and held it in 1 quarter.
  • Shepherd Financial Partners's Global X S&P 500 Covered Call ETF position peaked at $301K in Q3 2022.
  • 174 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2022.

Based on Shepherd Financial Partners's 13F filing for Q4 2022, filed 14 Feb 2023.