Global X S&p 500 Covered Call Etf etf shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Global X S&p 500 Covered Call Etf etf (XYLD) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Global X S&p 500 Covered Call Etf etf
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Quarterly reported holdings in Global X S&p 500 Covered Call Etf etf by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 27k | 39.26 |
| 2025-06-30 | $1.0M | 27k | 38.94 |
| 2025-03-31 | $1.1M | 28k | 39.49 |
| 2024-12-31 | $1.2M | 29k | 41.90 |
| 2024-09-30 | $1.9M | 47k | 40.79 |
| 2024-06-30 | $1.7M | 41k | 40.43 |
| 2024-03-31 | $1.9M | 47k | 40.79 |
| 2023-12-31 | $1.9M | 49k | 39.44 |
| 2023-09-30 | $2.8M | 72k | 38.89 |
| 2023-06-30 | $2.8M | 68k | 41.05 |
| 2023-03-31 | $1.6M | 39k | 40.41 |
| 2022-12-31 | $1.4M | 35k | 39.37 |
| 2022-09-30 | $1.2M | 32k | 38.10 |
| 2022-06-30 | $1.3M | 30k | 42.67 |
| 2022-03-31 | $937k | 19k | 49.51 |
| 2021-12-31 | $373k | 7.4k | 50.50 |
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