MIA
XYLD icon

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

MeadowBrook Investment 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 		$150K Hold
3,836
– – 0.13% 121
2025
Q4 		$156K Hold
3,836
– – 0.13% 132
2025
Q3 		$151K Buy
3,836
+270
+8% +$10.5K 0.13% 129
2025
Q2 		$139K Hold
3,566
– – 0.12% 135
2025
Q1 		$141K Buy
3,566
+30
+0.8% +$1.25K 0.13% 130
2024
Q4 		$148K Sell
3,536
-420
-11% -$17.6K 0.13% 132
2024
Q3 		$164K Hold
3,956
– – 0.15% 119
2024
Q2 		$160K Hold
3,956
– – 0.15% 119
2024
Q1 		$161K Sell
3,956
-925
-19% -$37.1K 0.15% 121
2023
Q4 		$193K Buy
+4,881
New +$190K 0.18% 110

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 $2.72B AUM 45.88% 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 $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return