TIAM2
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Tru Independence Asset Management 2’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Tru Independence Asset Management 2’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
2022
Q2 		– Sell
-4,600
Closed -$228K – 103
2022
Q1 		$228K Buy
4,600
+144
+3% +$7.03K 0.13% 85
2021
Q4 		$225K Buy
+4,456
New +$223K 0.12% 120

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCP
Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return
T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

Tru Independence Asset Management 2's XYLD Position: Q2 2022 in Review

Tru Independence Asset Management 2 sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2022, closing a stake of 4,600 shares — an estimated $228K sold.

Tru Independence Asset Management 2 first reported a position in XYLD in Q4 2021 and held it in 2 quarters. The position peaked at $228K in Q1 2022. 147 funds tracked by Wall St. Rank hold XYLD as of Q2 2022.

  • Tru Independence Asset Management 2 reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 4,600 Global X S&P 500 Covered Call ETF shares in Q2 2022, an estimated $228K.
  • Tru Independence Asset Management 2 first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 2 quarters.
  • Tru Independence Asset Management 2's Global X S&P 500 Covered Call ETF position peaked at $228K in Q1 2022.
  • 147 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2022, filed 2 Aug 2022.