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

Mutual 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 		$359K Buy
9,182
+929
+11% +$37.5K 0.01% 1044
2025
Q4 		$335K Sell
8,253
-96
-1% -$3.84K 0.01% 1036
2025
Q3 		$331K Sell
8,349
-404
-5% -$15.8K 0.01% 1025
2025
Q2 		$341K Buy
8,753
+161
+2% +$6.17K 0.01% 938
2025
Q1 		$329K Buy
8,592
+2,327
+37% +$96.6K 0.01% 879
2024
Q4 		$266K Buy
+6,265
New +$263K 0.01% 926
2022
Q4 		– Sell
-12,189
Closed -$465K – 985
2022
Q3 		$465K Buy
12,189
+2,335
+24% +$98.9K 0.02% 578
2022
Q2 		$421K Buy
+9,854
New +$451K 0.03% 588

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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 $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return