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

Sugarloaf Wealth Management’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
2023 Q1	–	Sell	-107	Closed	-$4.22K	–	787
2022 Q4	$4.22K	Buy	107 +1	+0.9%	+$40	﹤0.01%	599
2022 Q3	$5K	Buy	106 +4	+4%	+$169	﹤0.01%	633
2022 Q2	$4K	Buy	+102	New	+$4.67K	﹤0.01%	647

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

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

NAM

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

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

BCM

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

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

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

Sugarloaf Wealth Management's XYLD Position: Q1 2023 in Review

Sugarloaf Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2023, closing a stake of 107 shares — an estimated $4.22K sold.

Sugarloaf Wealth Management first reported a position in XYLD in Q2 2022 and held it in 3 quarters. The position peaked at $5K in Q3 2022. 182 funds tracked by Wall St. Rank hold XYLD as of Q1 2023.

Sugarloaf Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Sugarloaf Wealth Management sold 107 Global X S&P 500 Covered Call ETF shares in Q1 2023, an estimated $4.22K.
Sugarloaf Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and held it in 3 quarters.
Sugarloaf Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $5K in Q3 2022.
182 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2023.

Based on Sugarloaf Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.