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

Capital Wealth Planning’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
-14,908
Closed -$589K – 159
2025
Q1 		$589K Buy
+14,908
New +$619K 0.01% 107

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
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Capital Wealth Planning's XYLD Position: Q2 2025 in Review

Capital Wealth Planning sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 14,908 shares — an estimated $589K sold.

Capital Wealth Planning first reported a position in XYLD in Q1 2025 and held it in 1 quarter. The position peaked at $589K in Q1 2025. 254 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

  • Capital Wealth Planning reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
  • Capital Wealth Planning sold 14,908 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $589K.
  • Capital Wealth Planning first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and held it in 1 quarter.
  • Capital Wealth Planning's Global X S&P 500 Covered Call ETF position peaked at $589K in Q1 2025.
  • 254 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Capital Wealth Planning's 13F filing for Q2 2025, filed 7 Aug 2025.