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WFA of San Diego’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

WFA of San Diego’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
-144
Closed -$6K – 407
2022
Q2 		$6K Buy
+144
New +$6.59K 0.01% 314

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
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
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

WFA of San Diego's XYLD Position: Q3 2022 in Review

WFA of San Diego sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2022, closing a stake of 144 shares — an estimated $6K sold.

WFA of San Diego first reported a position in XYLD in Q2 2022 and held it in 1 quarter. The position peaked at $6K in Q2 2022. 153 funds tracked by Wall St. Rank hold XYLD as of Q3 2022.

  • WFA of San Diego reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
  • WFA of San Diego sold 144 Global X S&P 500 Covered Call ETF shares in Q3 2022, an estimated $6K.
  • WFA of San Diego first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and held it in 1 quarter.
  • WFA of San Diego's Global X S&P 500 Covered Call ETF position peaked at $6K in Q2 2022.
  • 153 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2022.

Based on WFA of San Diego's 13F filing for Q3 2022, filed 18 Oct 2022.