Citizens Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Citizens Financial 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	–	Sell	-6,648	Closed	-$261K	–	855
2025 Q3	$261K	Buy	6,648 +156	+2%	+$6.09K	﹤0.01%	689
2025 Q2	$253K	Buy	+6,492	New	+$249K	﹤0.01%	618

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 $1.55T AUM 33.47% 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 $23.7B AUM 45.95% 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 $617B AUM 30.33% 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

Citizens Financial Group's XYLD Position: Q4 2025 in Review

Citizens Financial Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 6,648 shares — an estimated $261K sold.

Citizens Financial Group first reported a position in XYLD in Q2 2025 and held it in 2 quarters. The position peaked at $261K in Q3 2025. 280 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

Citizens Financial Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Citizens Financial Group sold 6,648 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $261K.
Citizens Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and held it in 2 quarters.
Citizens Financial Group's Global X S&P 500 Covered Call ETF position peaked at $261K in Q3 2025.
280 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Citizens Financial Group's 13F filing for Q4 2025, filed 30 Jan 2026.