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

Forvis Mazars Wealth 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
Q4 		– Sell
-6,425
Closed -$252K – 419
2025
Q3 		$252K Hold
6,425
– – 0.01% 372
2025
Q2 		$250K Buy
+6,425
New +$246K 0.01% 370

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Forvis Mazars Wealth Advisors's XYLD Position: Q4 2025 in Review

Forvis Mazars Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 6,425 shares — an estimated $252K sold.

Forvis Mazars Wealth Advisors first reported a position in XYLD in Q2 2025 and held it in 2 quarters. The position peaked at $252K in Q3 2025. 280 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

  • Forvis Mazars Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Forvis Mazars Wealth Advisors sold 6,425 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $252K.
  • Forvis Mazars Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and held it in 2 quarters.
  • Forvis Mazars Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $252K in Q3 2025.
  • 280 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q4 2025, filed 10 Feb 2026.