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

Investment Partners Asset 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
2025 Q4	–	Sell	-74,807	Closed	-$2.94M	–	168
2025 Q3	$2.94M	Sell	74,807 -1,098	-1%	-$42.9K	1.94%	8
2025 Q2	$2.96M	Sell	75,905 -3,184	-4%	-$122K	2.06%	8
2025 Q1	$3.12M	Buy	79,089 +1,573	+2%	+$65.3K	2.45%	5
2024 Q4	$3.25M	Buy	77,516 +1,843	+2%	+$77.3K	2.55%	6
2024 Q3	$3.14M	Buy	75,673 +718	+1%	+$29.2K	2.57%	5
2024 Q2	$3.03M	Sell	74,955 -1,279	-2%	-$51.5K	2.7%	6
2024 Q1	$3.11M	Sell	76,234 -398	-0.5%	-$15.9K	2.81%	5
2023 Q4	$3.02M	Buy	+76,632	New	+$2.99M	3.01%	4

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

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

BCM

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

Investment Partners Asset Management's XYLD Position: Q4 2025 in Review

Investment Partners Asset Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 74,807 shares — an estimated $2.94M sold.

Investment Partners Asset Management first reported a position in XYLD in Q4 2023 and held it in 8 quarters. The position peaked at $3.25M in Q4 2024. 278 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

Investment Partners Asset Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Investment Partners Asset Management sold 74,807 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $2.94M.
Investment Partners Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 8 quarters.
Investment Partners Asset Management's Global X S&P 500 Covered Call ETF position peaked at $3.25M in Q4 2024.
278 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Investment Partners Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.