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

Triad 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 Q3	–	Sell	-446	Closed	-$18K	–	974
2024 Q2	$18K	Buy	+446	New	+$18K	0.01%	368

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

Triad Wealth Partners's XYLD Position: Q3 2024 in Review

Triad Wealth Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2024, closing a stake of 446 shares — an estimated $18K sold.

Triad Wealth Partners first reported a position in XYLD in Q2 2024 and held it in 1 quarter. The position peaked at $18K in Q2 2024. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

Triad Wealth Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 446 Global X S&P 500 Covered Call ETF shares in Q3 2024, an estimated $18K.
Triad Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $18K in Q2 2024.
225 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.