CIBC Private Wealth Group
XYLD icon

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

CIBC Private 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
Q4 		$63.9K Sell
1,573
-1,983
-56% -$79.4K ﹤0.01% 1688
2025
Q3 		$140K Sell
3,556
-4,299
-55% -$168K ﹤0.01% 1336
2025
Q2 		$306K Buy
7,855
+6,405
+442% +$246K ﹤0.01% 972
2025
Q1 		$51.6K Buy
1,450
+76
+6% +$3.15K ﹤0.01% 1615
2024
Q4 		$57.9K Buy
1,374
+25
+2% +$1.05K ﹤0.01% 1634
2024
Q3 		$56K Buy
1,349
+34
+3% +$1.39K ﹤0.01% 1732
2024
Q2 		$53.7K Buy
1,315
+29
+2% +$1.17K ﹤0.01% 1651
2024
Q1 		$52.4K Buy
+1,286
New +$51.5K ﹤0.01% 1659

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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return