1832 Asset Management
XYLD icon

1832 Asset Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

1832 Asset Management’s Portfolio XYLD Stock Details XYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.46M Hold
37,195
– – ﹤0.01% 527
2025
Q4 		$1.51M Hold
37,195
– – ﹤0.01% 548
2025
Q3 		$1.46M Buy
37,195
+117
+0.3% +$4.57K ﹤0.01% 541
2025
Q2 		$1.44M Hold
37,078
– – ﹤0.01% 536
2025
Q1 		$1.46M Hold
37,078
– – ﹤0.01% 528
2024
Q4 		$1.55M Sell
37,078
-176
-0.5% -$7.38K ﹤0.01% 531
2024
Q3 		$1.55M Hold
37,254
– – ﹤0.01% 562
2024
Q2 		$1.51M Sell
37,254
-2,139
-5% -$86.2K ﹤0.01% 541
2024
Q1 		$1.61M Sell
39,393
-567
-1% -$22.7K ﹤0.01% 539
2023
Q4 		$1.58M Buy
39,960
+17,676
+79% +$689K ﹤0.01% 533
2023
Q3 		$867K Sell
22,284
-1,714
-7% -$69.5K ﹤0.01% 588
2023
Q2 		$985K Sell
23,998
-1,371
-5% -$55.8K ﹤0.01% 572
2023
Q1 		$1.03M Sell
25,369
-139
-0.5% -$5.6K ﹤0.01% 589
2022
Q4 		$1M Buy
+25,508
New +$1.01M ﹤0.01% 621

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return