Lifeworks Advisors »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
2023-12-31 $586k 15k 39.44
2023-09-30 $578k 15k 38.89

More positions owned by Lifeworks Advisors

Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Mbs Etf (MBB)
Johnson & Johnson (JNJ)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Campbell Soup Company (CPB)
Gilead Sciences (GILD)
Merck & Co (MRK)
Otis Worldwide Corp (OTIS)
Microsoft Corporation (MSFT)

View all positions for Lifeworks 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