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TS Financial Group (TSFG)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

TS Financial Group (TSFG)’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
2019
Q2 		– Sell
-444
Closed -$21K – 812
2019
Q1 		$21K Buy
+444
New +$20.7K 0.02% 301

Other funds holding XYLD

GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

TS Financial Group (TSFG)'s XYLD Position: Q2 2019 in Review

TS Financial Group (TSFG) sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2019, closing a stake of 444 shares — an estimated $21K sold.

TS Financial Group (TSFG) first reported a position in XYLD in Q1 2019 and held it in 1 quarter. The position peaked at $21K in Q1 2019. 35 funds tracked by Wall St. Rank hold XYLD as of Q2 2019.

  • TS Financial Group (TSFG) reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2019 after selling out during the quarter.
  • TS Financial Group (TSFG) sold 444 Global X S&P 500 Covered Call ETF shares in Q2 2019, an estimated $21K.
  • TS Financial Group (TSFG) first reported a position in Global X S&P 500 Covered Call ETF in Q1 2019 and held it in 1 quarter.
  • TS Financial Group (TSFG)'s Global X S&P 500 Covered Call ETF position peaked at $21K in Q1 2019.
  • 35 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2019.

Based on TS Financial Group (TSFG)'s 13F filing for Q2 2019, filed 27 Jan 2020.