JUNCTURE WEALTH STRATEGIES, LLC XYLD Holdings History
JUNCTURE WEALTH STRATEGIES, LLC's Global X S&P 500 Covered Call ETF Holding Summary
As of 2025-06-30, JUNCTURE WEALTH STRATEGIES, LLC held 155,018.00 shares of Global X S&P 500 Covered Call ETF(XYLD), totaling $6.04 Mil. This investment constitutes 2.14% of their stock portfolio, and JUNCTURE WEALTH STRATEGIES, LLC now holds 0.2% of the outstanding Global X S&P 500 Covered Call ETF(XYLD) stock.
The initial trade took place in 2023Q2. And since then JUNCTURE WEALTH STRATEGIES, LLC has made 9 purchases of XYLD, at an average price of $40.24, for a total of 155,018.00 shares. Based on historical transaction data and XYLD's current price of $38.99, JUNCTURE WEALTH STRATEGIES, LLC's estimated gain on his XYLD holdings is $-193,062.02, reflecting a -3.10% gain to date.
JUNCTURE WEALTH STRATEGIES, LLC XYLD ($38.99) Holding Chart
JUNCTURE WEALTH STRATEGIES, LLC XYLD ($38.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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