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Global X S&p 500 Covered Call Etf etf shares owned by Golden State Wealth Management

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

Historical chart of Golden State Wealth 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 Golden State Wealth 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 Golden State Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $284k 7.2k 39.26
2025-06-30 $282k 7.2k 38.95
2025-03-31 $491k 12k 39.49
2024-12-31 $520k 12k 41.90

More positions owned by Golden State Wealth Management

Ishares Core MF Closed and MF Open (IVV)
SPDR S&P MF Closed and MF Open (SPY)
Apple Common Stock (AAPL)
Ishares Core MF Closed and MF Open (AGG)
Nvidia Corp Common Stock (NVDA)
First Trust MF Closed and MF Open (FVD)
Invesco Qqq MF Closed and MF Open (QQQ)
Amazon Common Stock (AMZN)
Alphabet Common Stock (GOOGL)
Harbor Long MF Closed and MF Open (WINN)
American Century MF Closed and MF Open (QGRO)
Microsoft Corp Common Stock (MSFT)
Principal Us MF Closed and MF Open (USMC)
Spdr Aggregate MF Closed and MF Open (SPAB)
First Trust MF Closed and MF Open (RDVY)

View all positions for Golden State Wealth Management

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

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

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