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

EP Wealth 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
2025 Q2	$100K	Buy	+2,575	New	+$98.7K	﹤0.01%	1390

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 Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

GXJ

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

BCM

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

EP Wealth Advisors's XYLD Position: Q2 2025 in Review

EP Wealth Advisors opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025: 2,575 shares worth $100K. The stake represents ﹤0.01% of the portfolio and ranks #1390 among its holdings.

253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

EP Wealth Advisors held 2,575 shares of Global X S&P 500 Covered Call ETF worth $100K as of Q2 2025.
Global X S&P 500 Covered Call ETF was a new EP Wealth Advisors position in Q2 2025.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2025, its #1390 holding.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on EP Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.