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

Arete Wealth Advisors’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	-15,081	Closed	-$596K	–	812
2025 Q1	$596K	Buy	15,081 +1,100	+8%	+$45.7K	0.05%	345
2024 Q4	$586K	Buy	13,981 +85	+0.6%	+$3.57K	0.04%	366
2024 Q3	$576K	Buy	13,896 +399	+3%	+$16.3K	0.05%	336
2024 Q2	$546K	Sell	13,497 -774	-5%	-$31.2K	0.04%	368
2024 Q1	$582K	Buy	14,271 +580	+4%	+$23.2K	0.05%	279
2023 Q4	$540K	Buy	+13,691	New	+$534K	0.04%	382
2023 Q3	–	Sell	-27,717	Closed	-$1.14M	–	751
2023 Q2	$1.14M	Buy	27,717 +745	+3%	+$30.3K	0.1%	198
2023 Q1	$1.09M	Buy	26,972 +9,757	+57%	+$393K	0.09%	195
2022 Q4	$678M	Buy	17,215 +2,288	+15%	+$91K	0.06%	270
2022 Q3	$569K	Buy	+14,927	New	+$632K	0.06%	273

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

Arete Wealth Advisors's XYLD Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 15,081 shares — an estimated $596K sold.

Arete Wealth Advisors first reported a position in XYLD in Q3 2022 and held it in 10 quarters. The position peaked at $678M in Q4 2022. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

Arete Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Arete Wealth Advisors sold 15,081 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $596K.
Arete Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and held it in 10 quarters.
Arete Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $678M in Q4 2022.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.