Semus Wealth Partners LLC Global X Fds S&P 500 Covered C Transaction History

Semus Wealth Partners LLC

$144 Billion
Q1 2025

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	SELL	$40.86 - $43.42 $61,085 - $64,912	-1,495 Reduced 19.03%	6,362 $267 Million
Q3 2024 Nov 07, 2024	SELL	$38.49 - $41.61 $55,233 - $59,710	-1,435 Reduced 15.44%	7,857 $326 Million
Q2 2024 Jul 31, 2024	SELL	$39.67 - $40.83 $55,379 - $56,998	-1,396 Reduced 13.06%	9,292 $376 Million
Q1 2024 May 07, 2024	SELL	$39.29 - $40.79 $21,138 - $21,945	-538 Reduced 4.79%	10,688 $436 Million
Q4 2023 Jan 23, 2024	BUY	$37.59 - $39.73 $2,142 - $2,264	57 Added 0.51%	11,226 $443 Million
Q3 2023 Oct 31, 2023	BUY	$38.7 - $41.45 $200,311 - $214,545	5,176 Added 86.37%	11,169 $434 Million
Q2 2023 Aug 01, 2023	BUY	$39.92 - $41.31 $17,684 - $18,300	443 Added 7.98%	5,993 $246 Million
Q1 2023 Apr 24, 2023	BUY	$39.28 - $41.01 $4,163 - $4,347	106 Added 1.95%	5,550 $225 Million
Q4 2022 Feb 08, 2023	BUY	$38.18 - $40.63 $207,851 - $221,189	5,444 New	5,444 $214 Million

Others Institutions Holding XYLD

# of Institutions

274

Shares Held

33.9M

Call Options Held

432K

Put Options Held

18.4K

Morgan Stanley New York, NY

4.92M
Shares

$188 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

3.68M
Shares

$141 Million
0.06% of portfolio
Bank Of America Corp Charlotte, NC

3.41M
Shares

$130 Million
0.01% of portfolio
Nissay Asset Management Corp Tokyo, M0

1.65M
Shares

$63.2 Million
0.43% of portfolio
Raymond James Financial Inc St. Petersburg, FL

1.48M
Shares

$56.5 Million
0.02% of portfolio

About GLOBAL X FDS S&P 500 COVERED C

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