Global X S&p 500 Covered Call Etf etf shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
Quarter-by-quarter ownership of Global X S&p 500 Covered Call Etf etf (XYLD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management
from 13F filings
Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Global X S&p 500 Covered Call Etf etf
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All positions including Global X S&p 500 Covered Call Etf etf held by Annex Advisory Services, LLC, d/b/a Annex 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 Annex Advisory Services, LLC, d/b/a Annex Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $534k | 14k | 39.26 |
| 2025-06-30 | $794k | 20k | 38.94 |
| 2025-03-31 | $805k | 20k | 39.49 |
| 2024-12-31 | $572k | 14k | 41.90 |
| 2024-09-30 | $416k | 10k | 41.50 |
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