EH
XYLD icon

Equitable Holdings’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Equitable Holdings’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 		$631K Buy
15,540
+1,825
+13% +$73.8K ﹤0.01% 1157
2025
Q4 		$557K Buy
13,715
+2,088
+18% +$83.6K ﹤0.01% 1072
2025
Q3 		$456K Buy
11,627
+369
+3% +$14.4K ﹤0.01% 1114
2025
Q2 		$438K Sell
11,258
-3,052
-21% -$117K ﹤0.01% 1048
2025
Q1 		$565K Sell
14,310
-276
-2% -$11.5K 0.01% 881
2024
Q4 		$611K Sell
14,586
-111
-0.8% -$4.66K 0.01% 820
2024
Q3 		$610K Sell
14,697
-3,734
-20% -$152K 0.01% 814
2024
Q2 		$745K Sell
18,431
-2,123
-10% -$85.5K 0.01% 721
2024
Q1 		$838K Sell
20,554
-1,898
-8% -$76.1K 0.01% 660
2023
Q4 		$885K Buy
22,452
+1,232
+6% +$48K 0.01% 614
2023
Q3 		$825K Sell
21,220
-647
-3% -$26.2K 0.01% 586
2023
Q2 		$898K Buy
21,867
+8,958
+69% +$365K 0.01% 540
2023
Q1 		$523K Sell
12,909
-6,430
-33% -$259K 0.01% 638
2022
Q4 		$761K Buy
19,339
+4,517
+30% +$180K 0.01% 509
2022
Q3 		$565K Buy
14,822
+5,722
+63% +$242K 0.01% 534
2022
Q2 		$388K Buy
9,100
+4,472
+97% +$205K 0.01% 622
2022
Q1 		$229K Buy
+4,628
New +$226K ﹤0.01% 808

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