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

WealthSpring Partners’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
2023 Q3	$204K	Hold	5,250	–	–	0.15%	69
2023 Q2	$216K	Sell	5,250 -200	-4%	-$8.14K	0.16%	68
2023 Q1	$221K	Hold	5,450	–	–	0.17%	69
2022 Q4	$215K	Hold	5,450	–	–	0.17%	69
2022 Q3	$208K	Buy	+5,450	New	+$231K	0.18%	72

Other funds holding XYLD

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

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

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

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

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

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

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

WealthSpring Partners's XYLD Position: Q3 2023 in Review

WealthSpring Partners held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q3 2023 at 5,250 shares worth $204K. The position accounts for 0.15% of the portfolio, ranked #69.

WealthSpring Partners first reported a position in XYLD in Q3 2022 and has held it in 5 quarters since. The position peaked at $221K in Q1 2023. 203 funds tracked by Wall St. Rank hold XYLD as of Q3 2023.

WealthSpring Partners held 5,250 shares of Global X S&P 500 Covered Call ETF worth $204K as of Q3 2023.
WealthSpring Partners left its Global X S&P 500 Covered Call ETF share count unchanged in Q3 2023.
Global X S&P 500 Covered Call ETF made up 0.15% of WealthSpring Partners's portfolio in Q3 2023, its #69 holding.
WealthSpring Partners first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and has held it in 5 quarters since.
WealthSpring Partners's Global X S&P 500 Covered Call ETF position peaked at $221K in Q1 2023.
203 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2023.

Based on WealthSpring Partners's 13F filing for Q3 2023, filed 3 Nov 2023.