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

Atlantic Private Wealth’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
2026 Q1	$793K	Hold	20,278	–	–	0.52%	23
2025 Q4	$824K	Buy	20,278 +11,924	+143%	+$477K	0.53%	23
2025 Q3	$328K	Hold	8,354	–	–	0.21%	37
2025 Q2	$325K	Hold	8,354	–	–	0.22%	37
2025 Q1	$330K	Hold	8,354	–	–	0.24%	46
2024 Q4	$350K	Hold	8,354	–	–	0.26%	33
2024 Q3	$347K	Hold	8,354	–	–	0.26%	32
2024 Q2	$338K	Hold	8,354	–	–	0.28%	30
2024 Q1	$341K	Hold	8,354	–	–	0.28%	30
2023 Q4	$329K	Hold	8,354	–	–	0.29%	30
2023 Q3	$325K	Hold	8,354	–	–	0.33%	27
2023 Q2	$343K	Buy	+8,354	New	+$340K	0.35%	25

Other funds holding XYLD

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Bank of America

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return