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Global X S&p 500 Covered Call Etf etf shares owned by Core Wealth Advisors

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

Historical chart of Core Wealth Advisors 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 Core Wealth Advisors 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 Core Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $70k 1.8k 38.89
2023-06-30 $93k 2.3k 41.05
2022-06-30 $9.0k 200 45.00
2022-03-31 $30k 613 48.94

More positions owned by Core Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)
Ishares Tr Core Msci Eafe (IEFA)
American Centy Etf Tr Diversifid Crp (KORP)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Caterpillar (CAT)
UnitedHealth (UNH)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Merck & Co (MRK)

View all positions for Core Wealth Advisors

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

Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Royal Bank of Canada
Brookstone Capital Management
Centaurus Financial
Advisor Group Holdings
Wells Fargo & Company
Jpmorgan Chase & Co
Principal Securities
Raymond James & Associates
Hamilton Wealth
Caerus Investment Advisors
Old Second Wealth Management
One Capital Management

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