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

Cerity Partners’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 Q4	–	Sell	-6,893	Closed	-$271K	–	3040
2025 Q3	$271K	Hold	6,893	–	–	﹤0.01%	2346
2025 Q2	$268K	Hold	6,893	–	–	﹤0.01%	2212
2025 Q1	$272K	Sell	6,893 -238	-3%	-$9.88K	﹤0.01%	2072
2024 Q4	$299K	Buy	+7,131	New	+$299K	﹤0.01%	2037

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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 $6.12B AUM 21.82% 1-Year Est. Return

NAM

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cerity Partners's XYLD Position: Q4 2025 in Review

Cerity Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 6,893 shares — an estimated $271K sold.

Cerity Partners first reported a position in XYLD in Q4 2024 and held it in 4 quarters. The position peaked at $299K in Q4 2024. 279 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

Cerity Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Cerity Partners sold 6,893 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $271K.
Cerity Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 4 quarters.
Cerity Partners's Global X S&P 500 Covered Call ETF position peaked at $299K in Q4 2024.
279 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Cerity Partners's 13F filing for Q4 2025, filed 11 Feb 2026.