MAM
XYLD icon

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

Milestone Asset 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
2026
Q3 		– Sell
-7,121
Closed -$290K – 278
2026
Q2 		$290K Buy
+7,121
New +$287K 0.05% 223
2025
Q4 		– Sell
-7,067
Closed -$277K – 262
2025
Q3 		$277K Buy
+7,067
New +$276K 0.05% 193
2025
Q2 		– Sell
-8,943
Closed -$353K – 253
2025
Q1 		$353K Buy
8,943
+1,898
+27% +$78.8K 0.08% 177
2024
Q4 		$295K Sell
7,045
-1,912
-21% -$80.2K 0.07% 200
2024
Q3 		$372K Sell
8,957
-63
-0.7% -$2.57K 0.08% 163
2024
Q2 		$365K Buy
9,020
+30
+0.3% +$1.21K 0.09% 151
2024
Q1 		$367K Sell
8,990
-1,809
-17% -$72.5K 0.1% 125
2023
Q4 		$426K Buy
10,799
+747
+7% +$29.1K 0.14% 44
2023
Q3 		$391K Buy
10,052
+2,571
+34% +$104K 0.14% 48
2023
Q2 		$307K Buy
7,481
+89
+1% +$3.62K 0.14% 46
2023
Q1 		$299K Sell
7,392
-45
-0.6% -$1.81K 0.17% 53
2022
Q4 		$301K Buy
+7,437
New +$296K 0.18% 46

Other funds holding XYLD

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
HUB Investment Partners
HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

Milestone Asset Management's XYLD Position: Q3 2026 in Review

Milestone Asset Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2026, closing a stake of 7,121 shares — an estimated $290K sold.

Milestone Asset Management first reported a position in XYLD in Q4 2022 and held it in 12 quarters. The position peaked at $426K in Q4 2023. 148 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • Milestone Asset Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2026 after selling out during the quarter.
  • Milestone Asset Management sold 7,121 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $290K.
  • Milestone Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 12 quarters.
  • Milestone Asset Management's Global X S&P 500 Covered Call ETF position peaked at $426K in Q4 2023.
  • 148 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Milestone Asset Management's 13F filing for Q3 2026, filed 15 Oct 2026.