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HUB Investment Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

HUB Investment Partners’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 		$16.7M Buy
427,853
+19,974
+5% +$807K 0.41% 46
2025
Q4 		$16.6M Sell
407,879
-39,639
-9% -$1.59M 0.45% 46
2025
Q3 		$17.6M Sell
447,518
-81,936
-15% -$3.2M 0.65% 32
2025
Q2 		$20.6M Sell
529,454
-9,576
-2% -$367K 0.72% 31
2025
Q1 		$21.3M Buy
539,030
+81,836
+18% +$3.4M 0.86% 25
2024
Q4 		$19.2M Buy
457,194
+104,820
+30% +$4.4M 0.81% 30
2024
Q3 		$14.6M Buy
352,374
+42,387
+14% +$1.73M 0.64% 42
2024
Q2 		$12.5M Buy
309,987
+159,535
+106% +$6.43M 0.6% 46
2024
Q1 		$6.14M Buy
150,452
+30,416
+25% +$1.22M 0.34% 81
2023
Q4 		$4.73M Buy
120,036
+39,857
+50% +$1.55M 0.33% 83
2023
Q3 		$3.12M Buy
80,179
+68,296
+575% +$2.77M 0.48% 56
2023
Q2 		$488K Buy
+11,883
New +$484K 0.08% 135

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 $1.95B AUM 31.42% 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 $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return