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

Objective Capital Management’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
Q4 		– Sell
-7,244
Closed -$284K – 94
2025
Q3 		$284K Sell
7,244
-2,442
-25% -$95.3K 0.29% 70
2025
Q2 		$377K Buy
+9,686
New +$371K 0.42% 57

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Objective Capital Management's XYLD Position: Q4 2025 in Review

Objective Capital Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 7,244 shares — an estimated $284K sold.

Objective Capital Management first reported a position in XYLD in Q2 2025 and held it in 2 quarters. The position peaked at $377K in Q2 2025. 280 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

  • Objective Capital Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Objective Capital Management sold 7,244 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $284K.
  • Objective Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and held it in 2 quarters.
  • Objective Capital Management's Global X S&P 500 Covered Call ETF position peaked at $377K in Q2 2025.
  • 280 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Objective Capital Management's 13F filing for Q4 2025, filed 4 Feb 2026.