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NBC Securities’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

NBC Securities’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 		$3.91K Hold
100
– – ﹤0.01% 2175
2025
Q4 		$4.06K Hold
100
– – ﹤0.01% 2248
2025
Q3 		$3.93K Hold
100
– – ﹤0.01% 2262
2025
Q2 		$3K Hold
100
– – ﹤0.01% 2259
2025
Q1 		$3K Buy
+100
New +$4.15K ﹤0.01% 2000
2024
Q4 		– Sell
-100
Closed -$4K – 2118
2024
Q3 		$4K Sell
100
-642
-87% -$26.2K ﹤0.01% 1951
2024
Q2 		$30K Sell
742
-689
-48% -$27.8K ﹤0.01% 1303
2024
Q1 		$58K Buy
1,431
+22
+2% +$882 0.01% 1101
2023
Q4 		$55K Buy
1,409
+11
+0.8% +$429 0.01% 1099
2023
Q3 		$54K Buy
+1,398
New +$56.6K 0.01% 1107

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 $376B 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 $431B 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 $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return