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

Sowell Financial Services’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 Q3	–	Sell	-37,078	Closed	-$1.5M	–	590
2024 Q2	$1.5M	Sell	37,078 -25	-0.1%	-$1.01K	0.07%	272
2024 Q1	$1.5M	Sell	37,103 -13,542	-27%	-$543K	0.07%	280
2023 Q4	$2M	Buy	50,645 +77	+0.2%	+$3K	0.11%	208
2023 Q3	$1.97M	Buy	50,568 +8,194	+19%	+$332K	0.12%	189
2023 Q2	$1.74M	Buy	+42,374	New	+$1.72M	0.1%	243
2023 Q1	–	Sell	-11,731	Closed	-$464K	–	850
2022 Q4	$464K	Buy	+11,731	New	+$467K	0.03%	438

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sowell Financial Services's XYLD Position: Q3 2024 in Review

Sowell Financial Services sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2024, closing a stake of 37,078 shares — an estimated $1.5M sold.

Sowell Financial Services first reported a position in XYLD in Q4 2022 and held it in 6 quarters. The position peaked at $2M in Q4 2023. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

Sowell Financial Services reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
Sowell Financial Services sold 37,078 Global X S&P 500 Covered Call ETF shares in Q3 2024, an estimated $1.5M.
Sowell Financial Services first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 6 quarters.
Sowell Financial Services's Global X S&P 500 Covered Call ETF position peaked at $2M in Q4 2023.
225 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.