Bartlett & Co Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bartlett & Co Wealth Management’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 Q3	–	Sell	-103	Closed	-$4.01K	–	1286
2025 Q2	$4.01K	Hold	103	–	–	﹤0.01%	1024
2025 Q1	$4.07K	Sell	103 -210	-67%	-$8.72K	﹤0.01%	1010
2024 Q4	$13.5K	Hold	313	–	–	﹤0.01%	874
2024 Q3	$13K	Hold	313	–	–	﹤0.01%	889
2024 Q2	$12.7K	Buy	+313	New	+$12.6K	﹤0.01%	890

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GXJ

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

Bartlett & Co Wealth Management's XYLD Position: Q3 2025 in Review

Bartlett & Co Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 103 shares — an estimated $4.01K sold.

Bartlett & Co Wealth Management first reported a position in XYLD in Q2 2024 and held it in 5 quarters. The position peaked at $13.5K in Q4 2024. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Bartlett & Co Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Bartlett & Co Wealth Management sold 103 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $4.01K.
Bartlett & Co Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 5 quarters.
Bartlett & Co Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $13.5K in Q4 2024.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2025, filed 9 Oct 2025.