AssetMark Inc’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

AssetMark Inc’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	-34	Closed	-$1.34K	–	3130
2025 Q1	$1.34K	Sell	34 -11	-24%	-$457	﹤0.01%	2250
2024 Q4	$1.89K	Buy	+45	New	+$1.89K	﹤0.01%	2133

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

AssetMark Inc's XYLD Position: Q2 2025 in Review

AssetMark Inc sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 34 shares — an estimated $1.34K sold.

AssetMark Inc first reported a position in XYLD in Q4 2024 and held it in 2 quarters. The position peaked at $1.89K in Q4 2024. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

AssetMark Inc reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
AssetMark Inc sold 34 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $1.34K.
AssetMark Inc first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 2 quarters.
AssetMark Inc's Global X S&P 500 Covered Call ETF position peaked at $1.89K in Q4 2024.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on AssetMark Inc's 13F filing for Q2 2025, filed 4 Aug 2025.