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

Madison Wealth Partners’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	$821K	Buy	20,979 +3,317	+19%	+$134K	0.13%	80
2025 Q4	$718K	Sell	17,662 -17,896	-50%	-$716K	0.13%	77
2025 Q3	$1.4M	Buy	35,558 +925	+3%	+$36.1K	0.28%	44
2025 Q2	$1.35M	Buy	34,633 +856	+3%	+$32.8K	0.29%	41
2025 Q1	$1.33M	Buy	33,777 +2,533	+8%	+$105K	0.33%	38
2024 Q4	$1.31M	Buy	31,244 +2,687	+9%	+$113K	0.37%	36
2024 Q3	$1.19M	Buy	28,557 +2,736	+11%	+$111K	0.35%	38
2024 Q2	$1.04M	Buy	25,821 +4,307	+20%	+$174K	0.36%	35
2024 Q1	$878K	Buy	21,514 +2,882	+15%	+$115K	0.32%	39
2023 Q4	$735K	Buy	+18,632	New	+$726K	0.29%	44

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return