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

Atria Wealth Solutions’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	$2.03M	Sell	52,037 -23,917	-31%	-$917K	0.05%	414
2025 Q1	$3M	Buy	75,954 +1,276	+2%	+$53K	0.04%	499
2024 Q4	$3.19M	Sell	74,678 -1,241	-2%	-$52.1K	0.03%	488
2024 Q3	$3.15M	Sell	75,919 -1,693	-2%	-$69K	0.03%	482
2024 Q2	$3.16M	Sell	77,612 -6,920	-8%	-$279K	0.03%	474
2024 Q1	$3.45M	Buy	84,532 +7,995	+10%	+$320K	0.04%	453
2023 Q4	$3.03M	Sell	76,537 -11,566	-13%	-$451K	0.04%	463
2023 Q3	$3.43M	Buy	88,103 +9,753	+12%	+$395K	0.05%	399
2023 Q2	$3.22M	Buy	78,350 +12,442	+19%	+$506K	0.04%	419
2023 Q1	$2.67M	Buy	65,908 +2,521	+4%	+$102K	0.04%	446
2022 Q4	$2.52M	Buy	63,387 +30,018	+90%	+$1.19M	0.04%	435
2022 Q3	$1.27M	Buy	33,369 +26,586	+392%	+$1.13M	0.02%	633
2022 Q2	$290K	Buy	6,783 +1,931	+40%	+$88.3K	0.01%	1231
2022 Q1	$240K	Buy	+4,852	New	+$237K	﹤0.01%	1458

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Atria Wealth Solutions's XYLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 31% in Q2 2025, selling an estimated $917K and leaving 52,037 shares worth $2.03M. The position accounts for 0.05% of the portfolio, ranked #414.

Atria Wealth Solutions first reported a position in XYLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $3.45M in Q1 2024. 254 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

Atria Wealth Solutions held 52,037 shares of Global X S&P 500 Covered Call ETF worth $2.03M as of Q2 2025.
Atria Wealth Solutions sold 23,917 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $917K.
Global X S&P 500 Covered Call ETF made up 0.05% of Atria Wealth Solutions's portfolio in Q2 2025, its #414 holding.
Atria Wealth Solutions first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Global X S&P 500 Covered Call ETF position peaked at $3.45M in Q1 2024.
254 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.