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

Fermata 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 		– Sell
-6,382
Closed -$252K – 297
2025
Q1 		$252K Buy
+6,382
New +$265K 0.05% 239

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 $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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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

Fermata Advisors's XYLD Position: Q2 2025 in Review

Fermata Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 6,382 shares — an estimated $252K sold.

Fermata Advisors first reported a position in XYLD in Q1 2025 and held it in 1 quarter. The position peaked at $252K in Q1 2025. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

  • Fermata Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
  • Fermata Advisors sold 6,382 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $252K.
  • Fermata Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and held it in 1 quarter.
  • Fermata Advisors's Global X S&P 500 Covered Call ETF position peaked at $252K in Q1 2025.
  • 253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Fermata Advisors's 13F filing for Q2 2025, filed 9 Jul 2025.