YAL
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Your Advocates Ltd’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Your Advocates Ltd’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 		– Sell
-134
Closed -$6K – 169
2020
Q3 		$6K Hold
134
– – ﹤0.01% 100
2020
Q2 		$5K Buy
+134
New +$5.53K ﹤0.01% 109

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 $4.82B AUM 20.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Your Advocates Ltd's XYLD Position: Q4 2020 in Review

Your Advocates Ltd sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2020, closing a stake of 134 shares — an estimated $6K sold.

Your Advocates Ltd first reported a position in XYLD in Q2 2020 and held it in 2 quarters. The position peaked at $6K in Q3 2020. 45 funds tracked by Wall St. Rank hold XYLD as of Q4 2020.

  • Your Advocates Ltd reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2020 after selling out during the quarter.
  • Your Advocates Ltd sold 134 Global X S&P 500 Covered Call ETF shares in Q4 2020, an estimated $6K.
  • Your Advocates Ltd first reported a position in Global X S&P 500 Covered Call ETF in Q2 2020 and held it in 2 quarters.
  • Your Advocates Ltd's Global X S&P 500 Covered Call ETF position peaked at $6K in Q3 2020.
  • 45 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2020.

Based on Your Advocates Ltd's 13F filing for Q4 2020, filed 29 Jan 2021.