KA
XYLD icon

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

Kovack 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
2026
Q1 		$648K Buy
16,491
+905
+6% +$36.6K 0.03% 509
2025
Q4 		$633K Buy
15,586
+6,755
+76% +$270K 0.03% 511
2025
Q3 		$347K Sell
8,831
-5,555
-39% -$217K 0.03% 421
2025
Q2 		$560K Buy
14,386
+682
+5% +$26.1K 0.05% 302
2025
Q1 		$541K Sell
13,704
-1,539
-10% -$63.9K 0.06% 281
2024
Q4 		$639K Buy
15,243
+1,002
+7% +$42K 0.06% 255
2024
Q3 		$591K Sell
14,241
-299
-2% -$12.2K 0.06% 273
2024
Q2 		$588K Buy
+14,540
New +$586K 0.06% 267
2024
Q1 		– Sell
-13,359
Closed -$527K – 615
2023
Q4 		$527K Buy
+13,359
New +$521K 0.06% 286
2023
Q3 		– Hold
0
– – – 617
2023
Q2 		– Sell
-7,712
Closed -$314K – 654
2023
Q1 		$312K Buy
+7,712
New +$311K 0.04% 402
2022
Q4 		– Hold
0
– – – 628

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