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

Modern 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
Q4 		– Sell
-7,693
Closed -$302K – 898
2025
Q3 		$302K Buy
+7,693
New +$300K 0.01% 641

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
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Modern Wealth Management's XYLD Position: Q4 2025 in Review

Modern Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 7,693 shares — an estimated $302K sold.

Modern Wealth Management first reported a position in XYLD in Q3 2025 and held it in 1 quarter. The position peaked at $302K in Q3 2025. 278 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

  • Modern Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Modern Wealth Management sold 7,693 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $302K.
  • Modern Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and held it in 1 quarter.
  • Modern Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $302K in Q3 2025.
  • 278 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Modern Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.