Pensionmark Financial Group »

Global X S&p 500 Covered Call Etf etf shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial 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 Pensionmark Financial 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 Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $275k 17k 16.43
2025-09-30 $277k 7.1k 39.26
2025-06-30 $292k 7.5k 38.94
2025-03-31 $297k 7.5k 39.49
2024-12-31 $387k 9.2k 41.90
2024-09-30 $382k 9.2k 41.50

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust State Street Spd (SPYM)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Alphabet Cap Stk Cl A (GOOGL)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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

LPL Financial
Sumitomo Life Insurance
Nissay Asset Management Corp
Ameriprise Financial
UBS Group
Wells Fargo & Company
Advisor Group Holdings
Brookstone Capital Management
HighTower Advisors
Raymond James Financial
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
Principal Securities
Sims Investment Management

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