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

DHJJ Financial Advisors’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	$744	Hold	19	–	–	﹤0.01%	853
2025 Q4	$772	Hold	19	–	–	﹤0.01%	811
2025 Q3	$746	Hold	19	–	–	﹤0.01%	786
2025 Q2	$740	Hold	19	–	–	﹤0.01%	765
2025 Q1	$751	Hold	19	–	–	﹤0.01%	720
2024 Q4	$797	Hold	19	–	–	﹤0.01%	679
2024 Q3	$789	Hold	19	–	–	﹤0.01%	666
2024 Q2	$769	Hold	19	–	–	﹤0.01%	623
2024 Q1	$776	Hold	19	–	–	﹤0.01%	609
2023 Q4	$750	Hold	19	–	–	﹤0.01%	595
2023 Q3	$739	Buy	+19	New	+$770	﹤0.01%	591

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B 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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return