Advisor Resource Council’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Advisor Resource Council’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 Q2	–	Sell	-186,193	Closed	-$7.35M	–	615
2025 Q1	$7.35M	Buy	+186,193	New	+$7.73M	0.59%	34
2022 Q3	–	Sell	-9,049	Closed	-$386K	–	527
2022 Q2	$386K	Buy	+9,049	New	+$414K	0.04%	324
2022 Q1	–	Sell	-5,999	Closed	-$303K	–	572
2021 Q4	$303K	Buy	+5,999	New	+$301K	0.02%	430

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

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

Advisor Resource Council's XYLD Position: Q2 2025 in Review

Advisor Resource Council sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 186,193 shares — an estimated $7.35M sold.

Advisor Resource Council first reported a position in XYLD in Q4 2021 and held it in 3 quarters. The position peaked at $7.35M in Q1 2025. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

Advisor Resource Council reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 186,193 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $7.35M.
Advisor Resource Council first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 3 quarters.
Advisor Resource Council's Global X S&P 500 Covered Call ETF position peaked at $7.35M in Q1 2025.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.