MWM
XYLD icon

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

MGB Wealth Management’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 		– Sell
-659
Closed -$25.7K – 328
2025
Q2 		$25.7K Buy
+659
New +$25.3K 0.01% 277
2024
Q1 		– Sell
-1,200
Closed -$47.3K – 268
2023
Q4 		$47.3K Buy
+1,200
New +$46.8K 0.02% 222

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 $377B 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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
Ameriprise
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
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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

MGB Wealth Management's XYLD Position: Q3 2025 in Review

MGB Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 659 shares — an estimated $25.7K sold.

MGB Wealth Management first reported a position in XYLD in Q4 2023 and held it in 2 quarters. The position peaked at $47.3K in Q4 2023. 259 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

  • MGB Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
  • MGB Wealth Management sold 659 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $25.7K.
  • MGB Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 2 quarters.
  • MGB Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $47.3K in Q4 2023.
  • 259 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on MGB Wealth Management's 13F filing for Q3 2025, filed 12 Nov 2025.