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Ausdal Financial Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Ausdal Financial Partners’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 		$1.08M Buy
27,674
+1,286
+5% +$52K 0.05% 365
2025
Q4 		$1.07M Buy
26,388
+10
+0% +$400 0.05% 347
2025
Q3 		$1.04M Buy
26,378
+2,892
+12% +$113K 0.05% 359
2025
Q2 		$915K Buy
23,486
+5,464
+30% +$209K 0.06% 282
2025
Q1 		$712K Buy
18,022
+2,901
+19% +$120K 0.05% 300
2024
Q4 		$634K Buy
15,121
+752
+5% +$31.5K 0.05% 294
2024
Q3 		$596K Buy
14,369
+4,751
+49% +$194K 0.06% 274
2024
Q2 		$389K Buy
9,618
+2,385
+33% +$96.1K 0.04% 329
2024
Q1 		$295K Sell
7,233
-532
-7% -$21.3K 0.03% 376
2023
Q4 		$306K Sell
7,765
-100
-1% -$3.9K 0.04% 343
2023
Q3 		$306K Buy
7,865
+2,464
+46% +$99.8K 0.04% 333
2023
Q2 		$222K Buy
+5,401
New +$220K 0.03% 382

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
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
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return