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

Significant Wealth 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
2024
Q2 		– Sell
-15,375
Closed -$627K – 157
2024
Q1 		$627K Sell
15,375
-20,410
-57% -$818K 0.41% 66
2023
Q4 		$1.41M Buy
+35,785
New +$1.39M 1.03% 29

Other funds holding XYLD

NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Significant Wealth Partners's XYLD Position: Q2 2024 in Review

Significant Wealth Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2024, closing a stake of 15,375 shares — an estimated $627K sold.

Significant Wealth Partners first reported a position in XYLD in Q4 2023 and held it in 2 quarters. The position peaked at $1.41M in Q4 2023. 230 funds tracked by Wall St. Rank hold XYLD as of Q2 2024.

  • Significant Wealth Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
  • Significant Wealth Partners sold 15,375 Global X S&P 500 Covered Call ETF shares in Q2 2024, an estimated $627K.
  • Significant Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 2 quarters.
  • Significant Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $1.41M in Q4 2023.
  • 230 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2024.

Based on Significant Wealth Partners's 13F filing for Q2 2024, filed 26 Jul 2024.