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Tennessee Valley Asset Management Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Tennessee Valley Asset Management 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
Q1 		– Sell
-60
Closed -$2.37K – 800
2023
Q4 		$2.37K Buy
+60
New +$2.34K ﹤0.01% 641

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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Tennessee Valley Asset Management Partners's XYLD Position: Q1 2024 in Review

Tennessee Valley Asset Management Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2024, closing a stake of 60 shares — an estimated $2.37K sold.

Tennessee Valley Asset Management Partners first reported a position in XYLD in Q4 2023 and held it in 1 quarter. The position peaked at $2.37K in Q4 2023. 224 funds tracked by Wall St. Rank hold XYLD as of Q1 2024.

  • Tennessee Valley Asset Management Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
  • Tennessee Valley Asset Management Partners sold 60 Global X S&P 500 Covered Call ETF shares in Q1 2024, an estimated $2.37K.
  • Tennessee Valley Asset Management Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 1 quarter.
  • Tennessee Valley Asset Management Partners's Global X S&P 500 Covered Call ETF position peaked at $2.37K in Q4 2023.
  • 224 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2024.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q1 2024, filed 23 Apr 2024.