APP
XYLD icon

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

Avantax Planning 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 		$4.23M Buy
108,022
+16,684
+18% +$674K 0.12% 100
2025
Q4 		$3.71M Buy
91,338
+729
+0.8% +$29.2K 0.1% 102
2025
Q3 		$3.56M Sell
90,609
-4,359
-5% -$170K 0.1% 104
2025
Q2 		$3.7M Buy
94,968
+26,336
+38% +$1.01M 0.12% 100
2025
Q1 		$2.71M Buy
68,632
+12,937
+23% +$537K 0.1% 115
2024
Q4 		$2.33M Sell
55,695
-5,983
-10% -$251K 0.08% 117
2024
Q3 		$2.56M Sell
61,678
-9,464
-13% -$386K 0.09% 116
2024
Q2 		$2.88M Hold
71,142
– – 0.09% 116
2024
Q1 		$2.9M Sell
71,142
-3,866
-5% -$155K 0.09% 123
2023
Q4 		$2.96M Buy
+75,008
New +$2.92M 0.11% 89

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