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

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

Historical chart of Compass Financial 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 Compass Financial 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $770k 19k 41.43

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

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
UBS Group
Wells Fargo & Company
HighTower Advisors
Brookstone Capital Management
Advisor Group Holdings
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers
Principal Securities

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