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

MAS 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	$668K	Buy	17,003 +2,451	+17%	+$95.7K	1.06%	22
2025 Q2	$567K	Buy	14,552 +576	+4%	+$22.1K	0.93%	24
2025 Q1	$552K	Sell	13,976 -4,408	-24%	-$183K	0.85%	22
2024 Q4	$770K	Sell	18,384 -21,197	-54%	-$889K	1.29%	24
2024 Q3	$1.64M	Buy	39,581 +7	+0%	+$285	3.5%	6
2024 Q2	$1.6M	Buy	39,574 +127	+0.3%	+$5.12K	3.81%	4
2024 Q1	$1.61M	Buy	39,447 +5,566	+16%	+$223K	1.86%	14
2023 Q4	$1.34M	Sell	33,881 -579	-2%	-$22.6K	1.73%	17
2023 Q3	$1.34M	Sell	34,460 -802	-2%	-$32.5K	1.91%	15
2023 Q2	$1.45M	Sell	35,262 -38,886	-52%	-$1.58M	2.02%	14
2023 Q1	$3M	Sell	74,148 -1,827	-2%	-$73.6K	2.93%	6
2022 Q4	$2.99M	Sell	75,975 -4,853	-6%	-$193K	2.81%	7
2022 Q3	$3.08M	Buy	80,828 +2,916	+4%	+$123K	2.06%	8
2022 Q2	$3.33M	Sell	77,912 -8,561	-10%	-$392K	3.01%	6
2022 Q1	$4.29M	Buy	86,473 +14,601	+20%	+$713K	3.28%	6
2021 Q4	$3.64M	Buy	+71,872	New	+$3.6M	2.66%	7

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

SLI

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

Ameriprise Minneapolis, Minnesota $432B 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 St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

MAS Advisors's XYLD Position: Q3 2025 in Review

MAS Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 17% in Q3 2025, buying an estimated $95.7K and bringing the position to 17,003 shares worth $668K. The position accounts for 1.06% of the portfolio, ranked #22.

MAS Advisors first reported a position in XYLD in Q4 2021 and has held it in 16 quarters since. The position peaked at $4.29M in Q1 2022. 259 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

MAS Advisors held 17,003 shares of Global X S&P 500 Covered Call ETF worth $668K as of Q3 2025.
MAS Advisors bought 2,451 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $95.7K.
Global X S&P 500 Covered Call ETF made up 1.06% of MAS Advisors's portfolio in Q3 2025, its #22 holding.
MAS Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 16 quarters since.
MAS Advisors's Global X S&P 500 Covered Call ETF position peaked at $4.29M in Q1 2022.
259 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on MAS Advisors's 13F filing for Q3 2025, filed 28 Oct 2025.