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

Abound Wealth 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
2025 Q4	–	Sell	-234	Closed	-$9.19K	–	1501
2025 Q3	$9.19K	Buy	+234	New	+$9.13K	﹤0.01%	510
2024 Q1	–	Sell	-34	Closed	-$1.34K	–	1411
2023 Q4	$1.34K	Buy	+34	New	+$1.32K	﹤0.01%	720

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Abound Wealth Management's XYLD Position: Q4 2025 in Review

Abound Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 234 shares — an estimated $9.19K sold.

Abound Wealth Management first reported a position in XYLD in Q4 2023 and held it in 2 quarters. The position peaked at $9.19K in Q3 2025. 281 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

Abound Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Abound Wealth Management sold 234 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $9.19K.
Abound Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 2 quarters.
Abound Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $9.19K in Q3 2025.
281 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Abound Wealth Management's 13F filing for Q4 2025, filed 12 Jan 2026.