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Global X S&P 500 Covered Call ETF

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$154K +$153K +3,797 New
WAM
152
Worth Asset Management
Texas
$135K +$134K +3,335 New
CWC
153
Carolinas Wealth Consulting
North Carolina
$90K +$50K +1,241 +126%
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$86.9K +$25.3K +629 +41%
AA
155
AlphaMark Advisors
Kentucky
$82K
William Blair & Company
156
William Blair & Company
Illinois
$75.5K +$2.94K +73 +4%
CT
157
Cambridge Trust
Massachusetts
$71.7K
ACA
158
Aptus Capital Advisors
Alabama
$70.8K +$14.9K +370 +27%
Fifth Third Bancorp
159
Fifth Third Bancorp
Ohio
$68.5K -$3.51K -87 -5%
CIAS
160
Capital Investment Advisory Services
North Carolina
$56.5K -$9.39K -233 -14%
Qube Research & Technologies (QRT)
161
Qube Research & Technologies (QRT)
United Kingdom
$53.7K +$3.79K +94 +8%
GRP
162
Global Retirement Partners
California
$51.3K +$4.39K +109 +9%
PWMA
163
Pension & Wealth Management Advisors
Massachusetts
$40.1K +$202 +5 +0.5%
US Bancorp
164
US Bancorp
Minnesota
$34.3K
AF
165
Advisornet Financial
Minnesota
$32.8K +$1.29K +32 +4%
FCA
166
Fortis Capital Advisors
Kansas
$30.4K
Carson Wealth (CWM LLC)
167
Carson Wealth (CWM LLC)
Nebraska
$29K +$4.19K +104 +17%
TPCW
168
TD Private Client Wealth
New York
$28.4K -$13.7K -340 -33%
AAG
169
Armstrong Advisory Group
Massachusetts
$24.3K +$24.2K +600 New
RG
170
Retirement Group
California
$22K
SPIA
171
Steward Partners Investment Advisory
New York
$20.3K
RF
172
Robbins Farley
New Hampshire
$20.3K +$20.1K +500 New
CWA
173
Clearview Wealth Advisors
Oregon
$19.6K -$8.87K -220 -31%
NC
174
NewSquare Capital
Pennsylvania
$18.8K
EWM
175
EPG Wealth Management
Georgia
$18.6K