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Global X S&p 500 Covered Call Etf etf shares owned by TriaGen Wealth Management

Quarter-by-quarter ownership of Global X S&p 500 Covered Call Etf etf (XYLD) shares owned by TriaGen Wealth Management from 13F filings

Historical chart of TriaGen Wealth Management investment in Global X S&p 500 Covered Call Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Global X S&p 500 Covered Call Etf etf held by TriaGen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X S&p 500 Covered Call Etf etf by TriaGen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 5.6k 40.79
2023-12-31 $223k 5.6k 39.44
2023-09-30 $220k 5.6k 38.89
2023-06-30 $201k 4.9k 41.05

More positions owned by TriaGen Wealth Management

Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
NVIDIA Corporation (NVDA)
Cambria Etf Tr Emrg Sharehldr (EYLD)
Vanguard World Mega Cap Index (MGC)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Small Cp Etf (VB)
Ansys (ANSS)
Arista Networks (ANET)
Deckers Outdoor Corporation (DECK)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)

View all positions for TriaGen Wealth Management

Top funds holding Global X S&p 500 Covered Call Etf etf

HighTower Advisors
Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Brookstone Capital Management
Centaurus Financial
Advisor Group Holdings
Wells Fargo & Company
Jpmorgan Chase & Co
Principal Securities
Raymond James & Associates
Hamilton Wealth
Caerus Investment Advisors
Old Second Wealth Management

View all funds holding Global X S&p 500 Covered Call Etf etf