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WealthOne’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

WealthOne’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
Q1 		– Sell
-800
Closed -$35K – 570
2018
Q4 		$35K Buy
+800
New +$38.8K 0.03% 205

Other funds holding XYLD

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

WealthOne's XYLD Position: Q1 2019 in Review

WealthOne sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2019, closing a stake of 800 shares — an estimated $35K sold.

WealthOne first reported a position in XYLD in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 39 funds tracked by Wall St. Rank hold XYLD as of Q1 2019.

  • WealthOne reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2019 after selling out during the quarter.
  • WealthOne sold 800 Global X S&P 500 Covered Call ETF shares in Q1 2019, an estimated $35K.
  • WealthOne first reported a position in Global X S&P 500 Covered Call ETF in Q4 2018 and held it in 1 quarter.
  • WealthOne's Global X S&P 500 Covered Call ETF position peaked at $35K in Q4 2018.
  • 39 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2019.

Based on WealthOne's 13F filing for Q1 2019, filed 16 May 2019.