Kayne Anderson Rudnick Investment Management
XYLD icon

Kayne Anderson Rudnick Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Kayne Anderson Rudnick Investment 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 		$7.17M Sell
183,281
-2,470
-1% -$99.8K 0.02% 245
2025
Q4 		$7.55M Sell
185,751
-116,808
-39% -$4.68M 0.02% 242
2025
Q3 		$11.9M Buy
302,559
+9,960
+3% +$389K 0.03% 225
2025
Q2 		$11.4M Buy
292,599
+34,384
+13% +$1.32M 0.03% 223
2025
Q1 		$10.2M Buy
258,215
+168,678
+188% +$7M 0.02% 234
2024
Q4 		$3.75M Buy
89,537
+47,344
+112% +$1.99M 0.01% 289
2024
Q3 		$1.75M Sell
42,193
-5,700
-12% -$232K ﹤0.01% 357
2024
Q2 		$1.93M Buy
47,893
+7,373
+18% +$297K ﹤0.01% 344
2024
Q1 		$1.65M Buy
40,520
+18,447
+84% +$739K ﹤0.01% 345
2023
Q4 		$871K Buy
22,073
+12,082
+121% +$471K ﹤0.01% 374
2023
Q3 		$388K Buy
+9,991
New +$405K ﹤0.01% 401

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