Kaizen Financial Strategies’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Kaizen Financial Strategies’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 Q3	–	Sell	-36,017	Closed	-$1.4M	–	169
2025 Q2	$1.4M	Sell	36,017 -6,190	-15%	-$237K	0.71%	27
2025 Q1	$1.67M	Buy	42,207 +12,675	+43%	+$526K	0.96%	22
2024 Q4	$1.24M	Buy	29,532 +821	+3%	+$34.4K	0.7%	29
2024 Q3	$1.19M	Buy	28,711 +1,227	+4%	+$50K	0.69%	27
2024 Q2	$1.1M	Buy	27,484 +5,226	+23%	+$211K	0.69%	27
2024 Q1	$908K	Buy	22,258 +6,250	+39%	+$250K	0.62%	30
2023 Q4	$631K	Buy	16,008 +6,253	+64%	+$244K	0.48%	37
2023 Q3	$379K	Sell	9,755 -822	-8%	-$33.3K	0.32%	54
2023 Q2	$437K	Buy	10,577 +3,692	+54%	+$150K	0.37%	47
2023 Q1	$279K	Buy	+6,885	New	+$277K	0.28%	62

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Kaizen Financial Strategies's XYLD Position: Q3 2025 in Review

Kaizen Financial Strategies sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 36,017 shares — an estimated $1.4M sold.

Kaizen Financial Strategies first reported a position in XYLD in Q1 2023 and held it in 10 quarters. The position peaked at $1.67M in Q1 2025. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Kaizen Financial Strategies reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Kaizen Financial Strategies sold 36,017 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $1.4M.
Kaizen Financial Strategies first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and held it in 10 quarters.
Kaizen Financial Strategies's Global X S&P 500 Covered Call ETF position peaked at $1.67M in Q1 2025.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Kaizen Financial Strategies's 13F filing for Q3 2025, filed 12 Nov 2025.