Beacon Capital Management LLC (Tennessee)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Beacon Capital Management LLC (Tennessee)’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	-200	Closed	-$7.79K	–	1044
2025 Q2	$7.79K	Hold	200	–	–	﹤0.01%	676
2025 Q1	$7.9K	Hold	200	–	–	﹤0.01%	672
2024 Q4	$8.38K	Hold	200	–	–	﹤0.01%	627
2024 Q3	$8.3K	Hold	200	–	–	﹤0.01%	694
2024 Q2	$8.09K	Hold	200	–	–	﹤0.01%	615
2024 Q1	$8.16K	Hold	200	–	–	﹤0.01%	612
2023 Q4	$7.78K	Hold	200	–	–	﹤0.01%	576
2023 Q3	$8.21K	Hold	200	–	–	﹤0.01%	608
2023 Q2	$8.21K	Hold	200	–	–	﹤0.01%	608
2023 Q1	$8.1K	Hold	200	–	–	﹤0.01%	541
2022 Q4	$7.87K	Hold	200	–	–	﹤0.01%	557
2022 Q3	$9K	Hold	200	–	–	﹤0.01%	509
2022 Q2	$10K	Hold	200	–	–	﹤0.01%	541
2022 Q1	$10K	Buy	+200	New	+$9.77K	﹤0.01%	541

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GXJ

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

Beacon Capital Management LLC (Tennessee)'s XYLD Position: Q3 2025 in Review

Beacon Capital Management LLC (Tennessee) sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 200 shares — an estimated $7.79K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in XYLD in Q1 2022 and held it in 14 quarters. The position peaked at $10K in Q2 2022. 259 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Beacon Capital Management LLC (Tennessee) reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 200 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $7.79K.
Beacon Capital Management LLC (Tennessee) first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and held it in 14 quarters.
Beacon Capital Management LLC (Tennessee)'s Global X S&P 500 Covered Call ETF position peaked at $10K in Q2 2022.
259 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q3 2025, filed 7 Nov 2025.