Corient Private Wealth
XYLD icon

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

Corient Private Wealth’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 		$358K Sell
9,574
-10,448
-52% -$422K ﹤0.01% 2230
2025
Q4 		$813K Buy
20,022
+9,750
+95% +$390K ﹤0.01% 2005
2025
Q3 		$403K Buy
10,272
+33
+0.3% +$1.29K ﹤0.01% 1933
2025
Q2 		$399K Sell
10,239
-91
-0.9% -$3.49K ﹤0.01% 1826
2025
Q1 		$408K Sell
10,330
-1,281
-11% -$53.2K ﹤0.01% 1697
2024
Q4 		$486K Sell
11,611
-30
-0.3% -$1.26K ﹤0.01% 1630
2024
Q3 		$483K Sell
11,641
-13
-0.1% -$530 ﹤0.01% 1748
2024
Q2 		$471K Sell
11,654
-1,686
-13% -$67.9K ﹤0.01% 1676
2024
Q1 		$544K Sell
13,340
-398
-3% -$15.9K ﹤0.01% 1588
2023
Q4 		$542K Sell
13,738
-86
-0.6% -$3.35K ﹤0.01% 1578
2023
Q3 		$538K Buy
13,824
+27
+0.2% +$1.09K ﹤0.01% 1456
2023
Q2 		$566K Sell
13,797
-2,345
-15% -$95.4K ﹤0.01% 1396
2023
Q1 		$654K Sell
16,142
-3,532
-18% -$142K ﹤0.01% 1266
2022
Q4 		$775K Buy
+19,674
New +$783K ﹤0.01% 989

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