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XYLD icon

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

NewEdge 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 		$3.11M Buy
79,367
+2,749
+4% +$111K 0.01% 888
2025
Q4 		$3.11M Buy
76,618
+3,870
+5% +$155K 0.01% 854
2025
Q3 		$2.86M Buy
72,748
+6,724
+10% +$262K 0.01% 840
2025
Q2 		$2.57M Buy
66,024
+11,279
+21% +$432K 0.01% 813
2025
Q1 		$2.16M Buy
54,745
+6,509
+13% +$270K 0.01% 829
2024
Q4 		$2.02M Buy
48,236
+10,326
+27% +$433K 0.01% 824
2024
Q3 		$1.57M Buy
37,910
+1,508
+4% +$61.4K 0.01% 900
2024
Q2 		$1.47M Buy
36,402
+6,658
+22% +$268K 0.01% 895
2024
Q1 		$1.21M Buy
29,744
+5,014
+20% +$201K 0.01% 899
2023
Q4 		$982K Buy
24,730
+9,104
+58% +$355K 0.01% 943
2023
Q3 		$608K Buy
15,626
+2,220
+17% +$90K 0.01% 1083
2023
Q2 		$550K Buy
13,406
+8,966
+202% +$365K 0.01% 1138
2023
Q1 		$180K Sell
4,440
-3,469
-44% -$140K ﹤0.01% 1573
2022
Q4 		$138K Buy
+7,909
New +$315K ﹤0.01% 1317

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 $1.95B AUM 31.42% 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 $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return