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

Advisors Management Group’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 Q1	–	Sell	-28,500	Closed	-$1.19M	–	152
2024 Q4	$1.19M	Buy	28,500 +18,583	+187%	+$780K	0.28%	76
2024 Q3	$412K	Buy	9,917 +1,910	+24%	+$77.8K	0.1%	107
2024 Q2	$324K	Buy	+8,007	New	+$323K	0.08%	117

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

BCM

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

GXJ

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

Advisors Management Group's XYLD Position: Q1 2025 in Review

Advisors Management Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2025, closing a stake of 28,500 shares — an estimated $1.19M sold.

Advisors Management Group first reported a position in XYLD in Q2 2024 and held it in 3 quarters. The position peaked at $1.19M in Q4 2024. 257 funds tracked by Wall St. Rank hold XYLD as of Q1 2025.

Advisors Management Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Advisors Management Group sold 28,500 Global X S&P 500 Covered Call ETF shares in Q1 2025, an estimated $1.19M.
Advisors Management Group first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 3 quarters.
Advisors Management Group's Global X S&P 500 Covered Call ETF position peaked at $1.19M in Q4 2024.
257 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2025.

Based on Advisors Management Group's 13F filing for Q1 2025, filed 25 Apr 2025.