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Beta Wealth Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Beta Wealth Group’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
-116,929
Closed -$4.55M – 132
2025
Q2 		$4.55M Buy
116,929
+90,853
+348% +$3.48M 1.67% 21
2025
Q1 		$1.03M Buy
+26,076
New +$1.08M 0.37% 42

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
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
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Osaic Holdings
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

Beta Wealth Group's XYLD Position: Q3 2025 in Review

Beta Wealth Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 116,929 shares — an estimated $4.55M sold.

Beta Wealth Group first reported a position in XYLD in Q1 2025 and held it in 2 quarters. The position peaked at $4.55M in Q2 2025. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

  • Beta Wealth Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
  • Beta Wealth Group sold 116,929 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $4.55M.
  • Beta Wealth Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and held it in 2 quarters.
  • Beta Wealth Group's Global X S&P 500 Covered Call ETF position peaked at $4.55M in Q2 2025.
  • 260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Beta Wealth Group's 13F filing for Q3 2025, filed 7 Nov 2025.