B
XYLD icon

Bensler’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bensler’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 		$546K Sell
13,946
-1,820
-12% -$73.5K 0.06% 116
2025
Q4 		$641K Sell
15,766
-364
-2% -$14.6K 0.06% 106
2025
Q3 		$633K Sell
16,130
-1,373
-8% -$53.6K 0.07% 108
2025
Q2 		$682K Sell
17,503
-96
-0.5% -$3.68K 0.08% 103
2025
Q1 		$695K Buy
17,599
+531
+3% +$22K 0.09% 95
2024
Q4 		$715K Sell
17,068
-1,279
-7% -$53.7K 0.09% 97
2024
Q3 		$761K Sell
18,347
-3,984
-18% -$162K 0.1% 96
2024
Q2 		$903K Buy
22,331
+611
+3% +$24.6K 0.12% 90
2024
Q1 		$886K Sell
21,720
-5,134
-19% -$206K 0.13% 91
2023
Q4 		$1.06M Sell
26,854
-8,788
-25% -$343K 0.18% 89
2023
Q3 		$1.39M Sell
35,642
-2,660
-7% -$108K 0.27% 82
2023
Q2 		$1.57M Buy
+38,302
New +$1.56M 0.3% 81

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 $2.72B AUM 45.88% 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 $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return