Wagner Wealth Management (South Carolina)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Wagner Wealth Management (South Carolina)’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 Q3	–	Sell	-100	Closed	-$4.23K	–	780
2022 Q2	$4K	Buy	+100	New	+$4.57K	﹤0.01%	567
2022 Q1	–	Sell	-2,307	Closed	-$117K	–	663
2021 Q4	$117K	Sell	2,307 -483	-17%	-$24.2K	0.09%	169
2021 Q3	$141K	Buy	2,790 +565	+25%	+$27.9K	0.11%	148
2021 Q2	$109K	Buy	+2,225	New	+$107K	0.08%	179

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

BCP

Blue Chip Partners Farmington Hills, Michigan $1.39B AUM 22.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s XYLD Position: Q3 2022 in Review

Wagner Wealth Management (South Carolina) sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2022, closing a stake of 100 shares — an estimated $4.23K sold.

Wagner Wealth Management (South Carolina) first reported a position in XYLD in Q2 2021 and held it in 4 quarters. The position peaked at $141K in Q3 2021. 153 funds tracked by Wall St. Rank hold XYLD as of Q3 2022.

Wagner Wealth Management (South Carolina) reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
Wagner Wealth Management (South Carolina) sold 100 Global X S&P 500 Covered Call ETF shares in Q3 2022, an estimated $4.23K.
Wagner Wealth Management (South Carolina) first reported a position in Global X S&P 500 Covered Call ETF in Q2 2021 and held it in 4 quarters.
Wagner Wealth Management (South Carolina)'s Global X S&P 500 Covered Call ETF position peaked at $141K in Q3 2021.
153 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2022.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2022, filed 14 Nov 2022.