CPIG
XYLD icon

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

Chicago Partners Investment 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
2026
Q1 		$423K Buy
10,586
+4
+0% +$162 0.01% 973
2025
Q4 		$430K Sell
10,582
-231
-2% -$9.24K 0.01% 852
2025
Q3 		$431K Buy
10,813
+224
+2% +$8.74K 0.01% 779
2025
Q2 		$411K Buy
10,589
+227
+2% +$8.7K 0.01% 682
2025
Q1 		$399K Sell
10,362
-90
-0.9% -$3.73K 0.01% 594
2024
Q4 		$441K Buy
+10,452
New +$438K 0.01% 541
2023
Q2 		– Sell
-5,173
Closed -$209K – 720
2023
Q1 		$209K Hold
5,173
– – 0.01% 604
2022
Q4 		$212K Buy
+5,173
New +$206K 0.01% 572

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