WEC
XYLD icon

Winslow Evans & Crocker’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Winslow Evans & Crocker’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
2020
Q4 		$698K Buy
15,050
+9,590
+176% +$437K 0.13% 168
2020
Q3 		$244K Buy
5,460
+75
+1% +$3.31K 0.06% 248
2020
Q2 		$229K Sell
5,385
-251
-4% -$10.4K 0.06% 251
2020
Q1 		$216K Sell
5,636
-250
-4% -$11.8K 0.07% 229
2019
Q4 		$300K Buy
5,886
+856
+17% +$42.5K 0.08% 238
2019
Q3 		$246K Buy
5,030
+794
+19% +$39K 0.07% 262
2019
Q2 		$208K Buy
4,236
+566
+15% +$27.3K 0.06% 285
2019
Q1 		$176K Buy
3,670
+1,900
+107% +$88.4K 0.05% 296
2018
Q4 		$80K Sell
1,770
-606
-26% -$29.4K 0.03% 397
2018
Q3 		$124K Buy
2,376
+646
+37% +$33.5K 0.04% 341
2018
Q2 		$88K Buy
1,730
+84
+5% +$4.16K 0.03% 391
2018
Q1 		$79.2K Sell
1,646
-600
-27% -$30.1K 0.03% 396
2017
Q4 		$113K Hold
2,246
– – 0.04% 342
2017
Q3 		$111K Sell
2,246
-744
-25% -$36.4K 0.04% 345
2017
Q2 		$145K Hold
2,990
– – 0.04% 363
2017
Q1 		$141K Hold
2,990
– – 0.04% 350
2016
Q4 		$136K Sell
2,990
-750
-20% -$33.6K 0.04% 347
2016
Q3 		$167K Sell
3,740
-440
-11% -$19.7K 0.05% 321
2016
Q2 		$182K Sell
4,180
-500
-11% -$21.7K 0.05% 292
2016
Q1 		$201K Hold
4,680
– – 0.06% 271
2015
Q4 		$203K Hold
4,680
– – 0.06% 290
2015
Q3 		$194K Hold
4,680
– – 0.06% 272
2015
Q2 		$211K Buy
4,680
+874
+23% +$40.1K 0.06% 298
2015
Q1 		$172K Buy
3,806
+1,766
+87% +$80K 0.05% 327
2014
Q4 		$93K Buy
2,040
+1,620
+386% +$74K 0.03% 429
2014
Q3 		$19.4K Hold
420
– – 0.01% 747
2014
Q2 		$19.4K Sell
420
-80
-16% -$3.61K 0.01% 683
2014
Q1 		$22.3K Hold
500
– – 0.01% 637
2013
Q4 		$22K Buy
+500
New +$21.6K 0.01% 674

Other funds holding XYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.22B AUM 16.98% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
IHWM
Iron Horse Wealth Management Johston, Iowa $339M AUM 10.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's XYLD Position: Q4 2020 in Review

Winslow Evans & Crocker increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 176% in Q4 2020, buying an estimated $437K and bringing the position to 15,050 shares worth $698K. The position accounts for 0.13% of the portfolio, ranked #168.

Winslow Evans & Crocker first reported a position in XYLD in Q4 2013 and has held it in 29 quarters since. 45 funds tracked by Wall St. Rank hold XYLD as of Q4 2020.

  • Winslow Evans & Crocker held 15,050 shares of Global X S&P 500 Covered Call ETF worth $698K as of Q4 2020.
  • Winslow Evans & Crocker bought 9,590 Global X S&P 500 Covered Call ETF shares in Q4 2020, an estimated $437K.
  • Global X S&P 500 Covered Call ETF made up 0.13% of Winslow Evans & Crocker's portfolio in Q4 2020, its #168 holding.
  • Winslow Evans & Crocker first reported a position in Global X S&P 500 Covered Call ETF in Q4 2013 and has held it in 29 quarters since.
  • 45 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.