KCM Investment Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

KCM Investment Advisors’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	-5,533	Closed	-$215K	–	397
2025 Q2	$215K	Hold	5,533	–	–	0.01%	363
2025 Q1	$218K	Hold	5,533	–	–	0.01%	343
2024 Q4	$232K	Hold	5,533	–	–	0.01%	339
2024 Q3	$230K	Hold	5,533	–	–	0.01%	355
2024 Q2	$224K	Hold	5,533	–	–	0.01%	351
2024 Q1	$226K	Hold	5,533	–	–	0.01%	356
2023 Q4	$218K	Buy	+5,533	New	+$216K	0.01%	350

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

KCM Investment Advisors's XYLD Position: Q3 2025 in Review

KCM Investment Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 5,533 shares — an estimated $215K sold.

KCM Investment Advisors first reported a position in XYLD in Q4 2023 and held it in 7 quarters. The position peaked at $232K in Q4 2024. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

KCM Investment Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
KCM Investment Advisors sold 5,533 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $215K.
KCM Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 7 quarters.
KCM Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $232K in Q4 2024.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on KCM Investment Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.