Telemus Capital’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Telemus Capital’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
2021 Q2	–	Sell	-10,650	Closed	-$512K	–	392
2021 Q1	$512K	Hold	10,650	–	–	0.04%	268
2020 Q4	$494K	Hold	10,650	–	–	0.04%	254
2020 Q3	$481K	Hold	10,650	–	–	0.04%	304
2020 Q2	$456K	Hold	10,650	–	–	0.04%	288
2020 Q1	$449K	Hold	10,650	–	–	0.04%	265
2019 Q4	$540K	Hold	10,650	–	–	0.04%	237
2019 Q3	$519K	Hold	10,650	–	–	0.04%	240
2019 Q2	$504K	Hold	10,650	–	–	0.04%	236
2019 Q1	$509K	Hold	10,650	–	–	0.04%	275
2018 Q4	$472K	Hold	10,650	–	–	0.04%	273
2018 Q3	$555K	Hold	10,650	–	–	0.04%	276
2018 Q2	$533K	Hold	10,650	–	–	0.04%	286
2018 Q1	$513K	Hold	10,650	–	–	0.04%	285
2017 Q4	$536K	Hold	10,650	–	–	0.04%	283
2017 Q3	$526K	Buy	+10,650	New	+$521K	0.06%	198

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

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

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

BCM

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

CRWM

Castle Rock Wealth Management Walnut Creek, California $509M AUM 36.93% 1-Year Est. Return

IHWM

Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return

RJFSA

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Telemus Capital's XYLD Position: Q2 2021 in Review

Telemus Capital sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2021, closing a stake of 10,650 shares — an estimated $512K sold.

Telemus Capital first reported a position in XYLD in Q3 2017 and held it in 15 quarters. The position peaked at $555K in Q3 2018. 59 funds tracked by Wall St. Rank hold XYLD as of Q2 2021.

Telemus Capital reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2021 after selling out during the quarter.
Telemus Capital sold 10,650 Global X S&P 500 Covered Call ETF shares in Q2 2021, an estimated $512K.
Telemus Capital first reported a position in Global X S&P 500 Covered Call ETF in Q3 2017 and held it in 15 quarters.
Telemus Capital's Global X S&P 500 Covered Call ETF position peaked at $555K in Q3 2018.
59 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2021.

Based on Telemus Capital's 13F filing for Q2 2021, filed 9 Aug 2021.