Lido Advisors
XYLD icon

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

Lido 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 		$774K Sell
19,771
-9,107
-32% -$368K ﹤0.01% 1083
2025
Q4 		$1.14M Hold
28,878
– – ﹤0.01% 950
2025
Q3 		$1.13M Sell
28,878
-1,546
-5% -$60.3K ﹤0.01% 902
2025
Q2 		$1.18M Sell
30,424
-2,100
-6% -$80.5K 0.01% 777
2025
Q1 		$1.28M Buy
32,524
+8,592
+36% +$357K 0.01% 670
2024
Q4 		$1.03M Buy
23,932
+7,619
+47% +$320K 0.01% 755
2024
Q3 		$677K Sell
16,313
-4,275
-21% -$174K 0.01% 849
2024
Q2 		$838K Buy
20,588
+6,273
+44% +$253K 0.01% 730
2024
Q1 		$584K Sell
14,315
-5,439
-28% -$218K 0.01% 858
2023
Q4 		$785K Sell
19,754
-14,797
-43% -$577K 0.01% 707
2023
Q3 		$1.34M Sell
34,551
-9,009
-21% -$365K 0.02% 467
2023
Q2 		$1.79M Sell
43,560
-5,700
-12% -$232K 0.02% 393
2023
Q1 		$2M Buy
+49,260
New +$1.99M 0.03% 344

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