Modern Wealth Management »

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

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

Historical chart of Modern 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 Modern Wealth Management 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 Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 57k 40.79
2025-09-30 $302k 7.7k 39.26

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

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

Morgan Stanley
LPL Financial
Bank of America Corporation
Ameriprise Financial
Sumitomo Life Insurance
Global X Japan
Advisor Group Holdings
Wells Fargo & Company
HighTower Advisors
UBS Group
Brookstone Capital Management
Proficio Capital Partners
Envestnet Asset Management
Cetera Investment Advisers
Raymond James Financial

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