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Global X S&p 500 Covered Call Etf etf shares owned by Collaborative Wealth Managment

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

Historical chart of Collaborative Wealth Managment 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 Collaborative Wealth Managment 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 Collaborative Wealth Managment

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.8M 45k 40.63
2025-09-30 $909k 23k 39.26
2025-06-30 $406k 10k 38.94

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American Centy Etf Tr Us Sml Cp Valu (AVUV)
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J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Vaneck Etf Trust Jp Mrgan Em Loc (EMLC)
Spdr Series Trust State Street Spd (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)

View all positions for Collaborative Wealth Managment

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

LPL Financial
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Nissay Asset Management Corp
Raymond James Financial
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Brookstone Capital Management
HighTower Advisors
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
TCG Advisory Services
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