Kingswood Wealth Advisors, LLC Global X Fds S&P 500 Covered C Transaction History

Kingswood Wealth Advisors, LLC

$1.65 Trillion
Q3 2025

A detailed history of Kingswood Wealth Advisors, LLC transactions in Global X Fds S&P 500 Covered C stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 24,782 shares of XYLD stock, worth $990,288. This represents 0.06% of its overall portfolio holdings.

Number of Shares

24,782

Previous 14,484 71.1%

Holding current value

$990,288

Previous $564 Million 72.51%

% of portfolio

0.06%

Previous 0.04%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$38.52 - $39.39 $396,678 - $405,638	10,298 Added 71.1%	24,782 $973 Million
Q2 2025 Jul 23, 2025	SELL	$35.62 - $39.64 $5,627 - $6,263	-158 Reduced 1.08%	14,484 $564 Million
Q1 2025 Jul 25, 2025	SELL	$39.02 - $42.89 $149,914 - $164,783	-3,842 Reduced 26.53%	10,642 $420 Million
Q1 2025 Apr 21, 2025	SELL	$39.02 - $42.89 $8,779 - $9,650	-225 Reduced 1.51%	14,642 $578 Million
Q4 2024 Jan 22, 2025	BUY	$40.86 - $43.42 $33,995 - $36,125	832 Added 5.93%	14,867 $623 Million

Q3 2024 Oct 21, 2024	BUY	$38.49 - $41.61 $540,207 - $583,996	14,035 New	14,035 $582 Million

Others Institutions Holding XYLD

# of Institutions

282

Shares Held

32.7M

Call Options Held

14.4K

Put Options Held

33.2K

View Full List

About GLOBAL X FDS S&P 500 COVERED C

Ticker XYLD
Sector ETFs
Industry ETFs

More about XYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kingswood Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kingswood Wealth Advisors, LLC with notifications on news.

Account

Kingswood Wealth Advisors, LLC Global X Fds S&P 500 Covered C Transaction History