FFA
XYLD icon

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

First Foundation 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
2026
Q1 		$11.9M Buy
302,959
+3,551
+1% +$143K 0.48% 39
2025
Q4 		$12.2M Buy
299,408
+38,450
+15% +$1.54M 0.46% 39
2025
Q3 		$10.2M Buy
260,958
+51,833
+25% +$2.02M 0.38% 50
2025
Q2 		$8.14M Buy
209,125
+188,155
+897% +$7.21M 0.3% 58
2025
Q1 		$828K Buy
20,970
+13,915
+197% +$578K 0.03% 182
2024
Q4 		$296K Hold
7,055
– – 0.01% 291
2024
Q3 		$293K Sell
7,055
-12,525
-64% -$510K 0.01% 287
2024
Q2 		$792K Sell
19,580
-4,868
-20% -$196K 0.03% 180
2024
Q1 		$997K Sell
24,448
-1,457
-6% -$58.4K 0.04% 171
2023
Q4 		$1.02M Buy
25,905
+19,445
+301% +$758K 0.05% 172
2023
Q3 		$251K Buy
6,460
+991
+18% +$40.2K 0.01% 353
2023
Q2 		$225K Sell
5,469
-13,113
-71% -$534K 0.01% 368
2023
Q1 		$753K Buy
18,582
+11,154
+150% +$450K 0.03% 195
2022
Q4 		$292K Buy
+7,428
New +$295K 0.01% 309

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