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B. Riley Wealth Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

B. Riley Wealth Advisors’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
2024
Q4 		$553K Sell
12,837
-383
-3% -$16.1K 0.02% 662
2024
Q3 		$547K Sell
13,220
-15,580
-54% -$635K 0.02% 713
2024
Q2 		$1.17M Sell
28,800
-8,190
-22% -$330K 0.03% 485
2024
Q1 		$1.44M Sell
36,990
-3,801
-9% -$152K 0.04% 430
2023
Q4 		$1.62M Buy
40,791
+3,801
+10% +$148K 0.04% 405
2023
Q3 		$1.44M Buy
36,990
+944
+3% +$38.3K 0.04% 430
2023
Q2 		$1.48M Buy
36,046
+128
+0.4% +$5.21K 0.03% 455
2023
Q1 		$1.45M Sell
35,918
-81
-0.2% -$3.26K 0.04% 445
2022
Q4 		$1.43M Buy
35,999
+977
+3% +$38.9K 0.04% 431
2022
Q3 		$1.33M Sell
35,022
-8,043
-19% -$341K 0.04% 418
2022
Q2 		$1.84M Buy
43,065
+2,214
+5% +$101K 0.08% 267
2022
Q1 		$2.02M Buy
40,851
+11,007
+37% +$537K 0.07% 301
2021
Q4 		$1.51M Buy
29,844
+9,776
+49% +$490K 0.04% 419
2021
Q3 		$974K Buy
20,068
+4,348
+28% +$214K 0.03% 525
2021
Q2 		$771K Buy
15,720
+595
+4% +$28.7K 0.03% 603
2021
Q1 		$724K Buy
+15,125
New +$712K 0.03% 579
2019
Q1 		– Sell
-13,740
Closed -$609K – 781
2018
Q4 		$609K Buy
13,740
+6,610
+93% +$321K 0.09% 247
2018
Q3 		$372K Buy
+7,130
New +$369K 0.04% 423

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 $377B 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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

B. Riley Wealth Advisors's XYLD Position: Q4 2024 in Review

B. Riley Wealth Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.9% in Q4 2024, selling an estimated $16.1K and leaving 12,837 shares worth $553K. The position accounts for 0.02% of the portfolio, ranked #662.

B. Riley Wealth Advisors first reported a position in XYLD in Q3 2018 and has held it in 18 quarters since. The position peaked at $2.02M in Q1 2022. 255 funds tracked by Wall St. Rank hold XYLD as of Q4 2024.

  • B. Riley Wealth Advisors held 12,837 shares of Global X S&P 500 Covered Call ETF worth $553K as of Q4 2024.
  • B. Riley Wealth Advisors sold 383 Global X S&P 500 Covered Call ETF shares in Q4 2024, an estimated $16.1K.
  • Global X S&P 500 Covered Call ETF made up 0.02% of B. Riley Wealth Advisors's portfolio in Q4 2024, its #662 holding.
  • B. Riley Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2018 and has held it in 18 quarters since.
  • B. Riley Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $2.02M in Q1 2022.
  • 255 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q4 2024, filed 25 Feb 2025.