IFWM
XYLD icon

Institute for Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Institute for Wealth Management’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 		$1.56M Sell
39,777
-2,651
-6% -$107K 0.17% 137
2025
Q4 		$1.72M Sell
42,428
-2,716
-6% -$109K 0.18% 120
2025
Q3 		$1.77M Sell
45,144
-1,793
-4% -$70K 0.18% 118
2025
Q2 		$1.83M Sell
46,937
-883
-2% -$33.9K 0.2% 109
2025
Q1 		$1.89M Sell
47,820
-838
-2% -$34.8K 0.24% 93
2024
Q4 		$2.04M Sell
48,658
-976
-2% -$40.9K 0.26% 83
2024
Q3 		$2.06M Sell
49,634
-1,920
-4% -$78.2K 0.26% 85
2024
Q2 		$2.08M Sell
51,554
-863
-2% -$34.8K 0.28% 76
2024
Q1 		$2.14M Sell
52,417
-3,412
-6% -$137K 0.28% 75
2023
Q4 		$2.2M Sell
55,829
-14,223
-20% -$554K 0.36% 63
2023
Q3 		$2.72M Buy
70,052
+1,169
+2% +$47.4K 0.5% 42
2023
Q2 		$2.83M Buy
68,883
+8,147
+13% +$332K 0.5% 44
2023
Q1 		$2.46M Buy
+60,736
New +$2.45M 0.48% 46

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 $2.72B AUM 45.88% 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 $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return