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

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

Historical chart of Compass Financial Services 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 Compass Financial Services 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 Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.1M 130k 39.26
2025-06-30 $5.1M 132k 38.94
2025-03-31 $3.9M 100k 39.49
2024-12-31 $4.0M 96k 41.90

More positions owned by Compass Financial Services

Spdr Portfolio MF Closed and MF Open (SPLG)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JPST)
First Trust MF Closed and MF Open (KNG)
Invesco Nasdaq MF Closed and MF Open (QQQM)
Jpmorgan MF Closed and MF Open (JEPQ)
SPDR S&P MF Closed and MF Open (VLU)
Invesco S&p MF Closed and MF Open (SPMO)
Ishares Core MF Closed and MF Open (DIVB)
Spdr Bloomberg MF Closed and MF Open (BIL)
First Trust MF Closed and MF Open (FDL)
Global X MF Closed and MF Open (XYLD)
Spdr Portfolio MF Closed and MF Open (SPYG)
Wisdomtree Equity MF Closed and MF Open (WTPI)
Invesco S&p MF Closed and MF Open (RSPA)

View all positions for Compass Financial Services

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

Morgan Stanley
LPL Financial
Sumitomo Life Insurance
Ameriprise Financial
Nissay Asset Management Corp
Raymond James Financial
UBS Group
Advisor Group Holdings
Global X Japan
Wells Fargo & Company
Brookstone Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
TCG Advisory Services

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