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VisionPoint Advisory Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

VisionPoint Advisory Group’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
-98
Closed -$3.96K – 802
2024
Q2 		$3.96K Buy
98
+15
+18% +$604 ﹤0.01% 584
2024
Q1 		$3.39K Buy
+83
New +$3.33K ﹤0.01% 610

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
UBS Group
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
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VisionPoint Advisory Group's XYLD Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2024, closing a stake of 98 shares — an estimated $3.96K sold.

VisionPoint Advisory Group first reported a position in XYLD in Q1 2024 and held it in 2 quarters. The position peaked at $3.96K in Q2 2024. 225 funds tracked by Wall St. Rank hold XYLD as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 98 Global X S&P 500 Covered Call ETF shares in Q3 2024, an estimated $3.96K.
  • VisionPoint Advisory Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and held it in 2 quarters.
  • VisionPoint Advisory Group's Global X S&P 500 Covered Call ETF position peaked at $3.96K 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 VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.