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Global X S&p 500 Covered Call Etf etf shares owned by Carlson Financial

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

Historical chart of Carlson Financial 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 Carlson Financial 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 Carlson Financial

Quarter filed Position value Share count Share price at filing
2026-06-30 $227k 5.6k 40.81
2026-03-31 $222k 5.7k 39.13
2025-12-31 $271k 6.7k 40.63

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First Tr Exchange Traded Risng Divd Achiv (RDVY)
Global X Fds Us Infr Dev Etf (PAVE)
Shopify Cl A Sub Vtg Shs (SHOP)
Caterpillar (CAT)
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Amazon (AMZN)
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Northern Lts Fd Tr Iv Inspire Gbl Hope (BLES)

View all positions for Carlson Financial

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

Morgan Stanley
LPL Financial
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Global X Japan
Advisor Group Holdings
Wells Fargo & Company
HighTower Advisors
UBS Group
Brookstone Capital Management
Proficio Capital Partners
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial

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