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Biltmore Family Office’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Biltmore Family Office’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
Q2 		– Sell
-125
Closed -$4.94K – 288
2025
Q1 		$4.94K Hold
125
– – ﹤0.01% 262
2024
Q4 		$5.39K Buy
+125
New +$5.24K ﹤0.01% 257
2022
Q4 		– Sell
-150
Closed -$6K – 266
2022
Q3 		$6K Sell
150
-100
-40% -$4.23K ﹤0.01% 203
2022
Q2 		$11K Hold
250
– – ﹤0.01% 194
2022
Q1 		$12K Buy
+250
New +$12.2K ﹤0.01% 199

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Biltmore Family Office's XYLD Position: Q2 2025 in Review

Biltmore Family Office sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 125 shares — an estimated $4.94K sold.

Biltmore Family Office first reported a position in XYLD in Q1 2022 and held it in 5 quarters. The position peaked at $12K in Q1 2022. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

  • Biltmore Family Office reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
  • Biltmore Family Office sold 125 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $4.94K.
  • Biltmore Family Office first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and held it in 5 quarters.
  • Biltmore Family Office's Global X S&P 500 Covered Call ETF position peaked at $12K in Q1 2022.
  • 253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Biltmore Family Office's 13F filing for Q2 2025, filed 1 Aug 2025.