Nations Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Nations Financial Group’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 Q1	–	Sell	-16,623	Closed	-$697K	–	712
2024 Q4	$697K	Buy	16,623 +600	+4%	+$25.2K	0.05%	360
2024 Q3	$665K	Sell	16,023 -390	-2%	-$15.9K	0.05%	373
2024 Q2	$664K	Buy	16,413 +550	+3%	+$22.2K	0.05%	342
2024 Q1	$647K	Buy	15,863 +2,473	+18%	+$99.1K	0.05%	353
2023 Q4	$528K	Buy	13,390 +655	+5%	+$25.5K	0.05%	377
2023 Q3	$495K	Buy	12,735 +2,023	+19%	+$82K	0.05%	367
2023 Q2	$440K	Buy	10,712 +3,773	+54%	+$154K	0.04%	410
2023 Q1	$281K	Buy	+6,939	New	+$280K	0.03%	502

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Nations Financial Group's XYLD Position: Q1 2025 in Review

Nations Financial Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2025, closing a stake of 16,623 shares — an estimated $697K sold.

Nations Financial Group first reported a position in XYLD in Q1 2023 and held it in 8 quarters. The position peaked at $697K in Q4 2024. 257 funds tracked by Wall St. Rank hold XYLD as of Q1 2025.

Nations Financial Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Nations Financial Group sold 16,623 Global X S&P 500 Covered Call ETF shares in Q1 2025, an estimated $697K.
Nations Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and held it in 8 quarters.
Nations Financial Group's Global X S&P 500 Covered Call ETF position peaked at $697K in Q4 2024.
257 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2025.

Based on Nations Financial Group's 13F filing for Q1 2025, filed 13 May 2025.