Kingsview Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Kingsview Wealth 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 Q1	–	Sell	-5,797	Closed	-$243K	–	1198
2024 Q4	$243K	Sell	5,797 -6,265	-52%	-$263K	﹤0.01%	983
2024 Q3	$501K	Sell	12,062 -240	-2%	-$9.78K	0.01%	723
2024 Q2	$497K	Buy	12,302 +3	+0%	+$121	0.01%	683
2024 Q1	$502K	Buy	12,299 +670	+6%	+$26.8K	0.01%	665
2023 Q4	$459K	Buy	11,629 +812	+8%	+$31.7K	0.01%	653
2023 Q3	$421K	Buy	+10,817	New	+$438K	0.02%	665
2020 Q4	–	Sell	-8,081	Closed	-$361K	–	796
2020 Q3	$361K	Sell	8,081 -15,812	-66%	-$698K	0.03%	439
2020 Q2	$1.01M	Buy	+23,893	New	+$986K	0.1%	202

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

NAM

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

BCM

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

GXJ

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

Kingsview Wealth Management's XYLD Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2025, closing a stake of 5,797 shares — an estimated $243K sold.

Kingsview Wealth Management first reported a position in XYLD in Q2 2020 and held it in 8 quarters. The position peaked at $1.01M in Q2 2020. 257 funds tracked by Wall St. Rank hold XYLD as of Q1 2025.

Kingsview Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Kingsview Wealth Management sold 5,797 Global X S&P 500 Covered Call ETF shares in Q1 2025, an estimated $243K.
Kingsview Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2020 and held it in 8 quarters.
Kingsview Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $1.01M in Q2 2020.
257 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.