NewSquare Capital’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

NewSquare Capital’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 Q2	–	Hold	0	–	–	–	1292
2025 Q1	–	Sell	-200	Closed	-$8.3K	–	1152
2024 Q4	$8.4K	Hold	200	–	–	﹤0.01%	288
2024 Q3	$8.32K	Sell	200 -105	-34%	-$4.28K	﹤0.01%	231
2024 Q2	$12.3K	Hold	305	–	–	﹤0.01%	218
2024 Q1	$12.5K	Sell	305 -160	-34%	-$6.41K	﹤0.01%	237
2023 Q4	$18.3K	Hold	465	–	–	﹤0.01%	235
2023 Q3	$18.1K	Hold	465	–	–	﹤0.01%	255
2023 Q2	$19.1K	Hold	465	–	–	﹤0.01%	255
2023 Q1	$18.8K	Hold	465	–	–	﹤0.01%	274
2022 Q4	$18.3K	Sell	465 -85	-15%	-$3.38K	﹤0.01%	233
2022 Q3	$21K	Hold	550	–	–	﹤0.01%	216
2022 Q2	$23K	Hold	550	–	–	﹤0.01%	221
2022 Q1	$27K	Buy	+550	New	+$26.9K	﹤0.01%	223

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GXJ

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

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

NewSquare Capital's XYLD Position: Q2 2025 in Review

NewSquare Capital held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2025 at 0 shares worth $19. The position accounts for ﹤0.01% of the portfolio, ranked #1292.

NewSquare Capital first reported a position in XYLD in Q1 2022 and has held it in 12 quarters since. The position peaked at $27K in Q1 2022. 254 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

NewSquare Capital held 0 shares of Global X S&P 500 Covered Call ETF worth $19 as of Q2 2025.
NewSquare Capital left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2025.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of NewSquare Capital's portfolio in Q2 2025, its #1292 holding.
NewSquare Capital first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 12 quarters since.
NewSquare Capital's Global X S&P 500 Covered Call ETF position peaked at $27K in Q1 2022.
254 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on NewSquare Capital's 13F filing for Q2 2025, filed 5 Aug 2025.