Newport Capital Group »

Global X S&p 500 Covered Call Etf etf shares owned by Newport Capital Group

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

Historical chart of Newport Capital Group 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 Newport Capital Group 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 Newport Capital Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 28k 39.26
2025-06-30 $1.1M 28k 38.94
2024-12-31 $1.3M 30k 41.90

More positions owned by Newport Capital Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Arthur J. Gallagher & Co. (AJG)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Russell 2000 Etf (IWM)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Microsoft Corporation (MSFT)
Vanguard World Energy Etf (VDE)

View all positions for Newport Capital Group

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

Morgan Stanley
LPL Financial
Sumitomo Life Insurance
Ameriprise Financial
Nissay Asset Management Corp
Raymond James Financial
UBS Group
Advisor Group Holdings
Global X Japan
Wells Fargo & Company
Brookstone Capital Management
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
TCG Advisory Services

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