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

HighTower 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	$247K	Buy	632,300 +60,999	+11%	+$2.47M	﹤0.01%	3325
2025 Q4	$232K	Buy	+571,301	New	+$22.9M	﹤0.01%	3247
2025 Q3	–	Sell	-410,900	Closed	-$160K	–	4097
2025 Q2	$160K	Buy	410,900 +300	+0.1%	+$11.5K	﹤0.01%	3371
2025 Q1	$162K	Sell	410,600 -47,800	-10%	-$1.98M	﹤0.01%	3255
2024 Q4	$192K	Buy	+458,400	New	+$19.2M	﹤0.01%	3210
2024 Q3	–	Sell	-2,633,900	Closed	-$1.06M	–	4015
2024 Q2	$1.06M	Buy	2,633,900 +600	+0%	+$24.2K	﹤0.01%	1812
2024 Q1	$1.07M	Buy	+2,633,300	New	+$106M	﹤0.01%	1767
2021 Q3	–	Sell	-57,800	Closed	-$29K	–	3466
2021 Q2	$29K	Buy	+57,800	New	+$2.79M	﹤0.01%	2935
2020 Q4	–	Sell	-26,500	Closed	-$11K	–	2963
2020 Q3	$11K	Buy	+26,500	New	+$1.17M	﹤0.01%	2421

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

Ameriprise Minneapolis, Minnesota $432B 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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

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

HighTower Advisors's XYLD Position: Q1 2024 in Review

HighTower Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2024, closing a stake of 13,992 shares — an estimated $561K sold.

HighTower Advisors first reported a position in XYLD in Q2 2023 and held it in 2 quarters. The position peaked at $552K in Q4 2023. 224 funds tracked by Wall St. Rank hold XYLD as of Q1 2024.

HighTower Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
HighTower Advisors sold 13,992 Global X S&P 500 Covered Call ETF shares in Q1 2024, an estimated $561K.
HighTower Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and held it in 2 quarters.
HighTower Advisors's Global X S&P 500 Covered Call ETF position peaked at $552K in Q4 2023.
224 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2024.

Based on HighTower Advisors's 13F filing for Q1 2024, filed 6 May 2024.