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Global X S&p 500 Covered Call Etf etf shares owned by Juncture Wealth Strategies

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

Historical chart of Juncture Wealth Strategies 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 Juncture Wealth Strategies 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 Juncture Wealth Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.9M 120k 40.79
2023-12-31 $4.2M 107k 39.44
2023-09-30 $3.7M 94k 38.89
2023-06-30 $3.9M 94k 41.05

More positions owned by Juncture Wealth Strategies

Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core Us Aggbd Et (AGG)
Global X Fds S&p 500 Covered (XYLD)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Global X Fds Global X Uranium (URA)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Ishares Tr Ishs 1-5yr Invs (IGSB)

View all positions for Juncture Wealth Strategies

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