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Global X S&p 500 Covered Call Etf etf shares owned by Oakmont Advisory Group

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

Historical chart of Oakmont Advisory 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 Oakmont Advisory Group 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 Oakmont Advisory Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $481k 12k 39.13
2025-12-31 $579k 14k 40.63

More positions owned by Oakmont Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Ultra Short Dur (ICSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Series Trust State Street Spd (CWB)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Long Term Treas (VGLT)

View all positions for Oakmont Advisory Group

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
Nissay Asset Management Corp
Global X Japan
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Brookstone Capital Management
HighTower Advisors
Envestnet Asset Management
Raymond James Financial
Cetera Investment Advisers

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