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

Heck Capital 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
Q1 		– Sell
-4,729
Closed -$198K – 805
2024
Q4 		$198K Buy
+4,729
New +$198K 0.01% 256

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
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Heck Capital Advisors's XYLD Position: Q1 2025 in Review

Heck Capital Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2025, closing a stake of 4,729 shares — an estimated $198K sold.

Heck Capital Advisors first reported a position in XYLD in Q4 2024 and held it in 1 quarter. The position peaked at $198K in Q4 2024. 258 funds tracked by Wall St. Rank hold XYLD as of Q1 2025.

  • Heck Capital Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
  • Heck Capital Advisors sold 4,729 Global X S&P 500 Covered Call ETF shares in Q1 2025, an estimated $198K.
  • Heck Capital Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 1 quarter.
  • Heck Capital Advisors's Global X S&P 500 Covered Call ETF position peaked at $198K in Q4 2024.
  • 258 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.