IAA
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Independent Advisor Alliance’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Independent Advisor Alliance’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 		$5.5M Buy
140,592
+126,522
+899% +$5.11M 0.06% 295
2025
Q4 		$572K Sell
14,070
-291
-2% -$11.6K 0.01% 609
2025
Q3 		$564K Buy
14,361
+5,139
+56% +$201K 0.01% 586
2025
Q2 		$359K Buy
9,222
+349
+4% +$13.4K 0.01% 685
2025
Q1 		$350K Sell
8,873
-129,625
-94% -$5.38M 0.01% 614
2024
Q4 		$5.8M Buy
+138,498
New +$5.81M 0.08% 242
2024
Q2 		– Sell
-7,657
Closed -$312K – 754
2024
Q1 		$312K Buy
7,657
+359
+5% +$14.4K 0.01% 559
2023
Q4 		$288K Buy
7,298
+792
+12% +$30.9K 0.01% 557
2023
Q3 		$253K Buy
6,506
+153
+2% +$6.2K 0.01% 561
2023
Q2 		$261K Buy
6,353
+146
+2% +$5.94K 0.01% 558
2023
Q1 		$251K Buy
+6,207
New +$250K 0.01% 556

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