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

Guerra 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 Q3	$33	Buy	+1	New	+$39	﹤0.01%	903

Other funds holding XYLD

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

LPL Financial San Diego, California $377B AUM 19.32% 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 $4.25B AUM 23.69% 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

Guerra Advisors's XYLD Position: Q3 2025 in Review

Guerra Advisors opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025: 1 share worth $33. The stake represents ﹤0.01% of the portfolio and ranks #903 among its holdings.

259 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Guerra Advisors held 1 share of Global X S&P 500 Covered Call ETF worth $33 as of Q3 2025.
Global X S&P 500 Covered Call ETF was a new Guerra Advisors position in Q3 2025.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #903 holding.
259 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.