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

EPG Wealth Management’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	–	Sell	-460	Closed	-$18.2K	–	425
2025 Q1	$18.2K	Hold	460	–	–	0.01%	344
2024 Q4	$19.3K	Hold	460	–	–	0.01%	345
2024 Q3	$19.1K	Buy	+460	New	+$18.7K	﹤0.01%	348
2024 Q2	–	Sell	-460	Closed	-$18.5K	–	372
2024 Q1	$18.8K	Hold	460	–	–	﹤0.01%	365
2023 Q4	$18.5K	Hold	460	–	–	﹤0.01%	350
2023 Q3	$17.9K	Hold	460	–	–	0.01%	343
2023 Q2	$18.9K	Hold	460	–	–	0.01%	334
2023 Q1	$18.6K	Hold	460	–	–	0.01%	340
2022 Q4	$18.1K	Hold	460	–	–	0.01%	311
2022 Q3	$18K	Buy	+460	New	+$19.5K	0.01%	318

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

EPG Wealth Management's XYLD Position: Q2 2025 in Review

EPG Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 460 shares — an estimated $18.2K sold.

EPG Wealth Management first reported a position in XYLD in Q3 2022 and held it in 10 quarters. The position peaked at $19.3K in Q4 2024. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

EPG Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
EPG Wealth Management sold 460 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $18.2K.
EPG Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and held it in 10 quarters.
EPG Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $19.3K in Q4 2024.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on EPG Wealth Management's 13F filing for Q2 2025, filed 5 Aug 2025.