Financial Advocates Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Financial Advocates Investment 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 Q3	–	Sell	-20,010	Closed	-$779K	–	622
2025 Q2	$779K	Buy	20,010 +200	+1%	+$7.67K	0.06%	270
2025 Q1	$782K	Buy	+19,810	New	+$822K	0.05%	331
2024 Q2	–	Sell	-5,553	Closed	-$226K	–	838
2024 Q1	$226K	Sell	5,553 -4,081	-42%	-$164K	0.01%	685
2023 Q4	$436K	Sell	9,634 -19,734	-67%	-$769K	0.03%	455
2023 Q3	$867K	Buy	+29,368	New	+$1.19M	0.06%	297

Other funds holding XYLD

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 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

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

GXJ

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

Financial Advocates Investment Management's XYLD Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 20,010 shares — an estimated $779K sold.

Financial Advocates Investment Management first reported a position in XYLD in Q3 2023 and held it in 5 quarters. The position peaked at $867K in Q3 2023. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Financial Advocates Investment Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Financial Advocates Investment Management sold 20,010 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $779K.
Financial Advocates Investment Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and held it in 5 quarters.
Financial Advocates Investment Management's Global X S&P 500 Covered Call ETF position peaked at $867K in Q3 2023.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.