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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
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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return