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

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

Historical chart of Lifeworks 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 Lifeworks 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 Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $399k 9.6k 41.50
2024-06-30 $395k 9.8k 40.43
2024-03-31 $469k 12k 40.79
2023-12-31 $586k 15k 39.44
2023-09-30 $578k 15k 38.89

More positions owned by Lifeworks Advisors

Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr Mbs Etf (MBB)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Johnson & Johnson (JNJ)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Campbell Soup Company (CPB)
International Business Machines (IBM)
Abbvie (ABBV)

View all positions for Lifeworks Advisors

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

Morgan Stanley
LPL Financial
Bank of America Corporation
HighTower Advisors
Raymond James Financial Services Advisors
Brookstone Capital Management
Wells Fargo & Company
Royal Bank of Canada
Envestnet Asset Management
Raymond James & Associates
Principal Securities
Global X Japan
Advisor Group Holdings
Cetera Investment Advisers
Hamilton Wealth

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