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

Opal Wealth 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
2025 Q3	–	Sell	-682	Closed	-$26.6K	–	566
2025 Q2	$26.6K	Sell	682 -18	-3%	-$690	0.01%	501
2025 Q1	$27.6K	Buy	+700	New	+$29.1K	0.01%	463
2024 Q3	–	Sell	-1,447	Closed	-$58.5K	–	1200
2024 Q2	$58.5K	Buy	+1,447	New	+$58.3K	0.02%	337

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

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

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

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

GXJ

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

Opal Wealth Advisors's XYLD Position: Q3 2025 in Review

Opal Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 682 shares — an estimated $26.6K sold.

Opal Wealth Advisors first reported a position in XYLD in Q2 2024 and held it in 3 quarters. The position peaked at $58.5K in Q2 2024. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

Opal Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Opal Wealth Advisors sold 682 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $26.6K.
Opal Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 3 quarters.
Opal Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $58.5K in Q2 2024.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on Opal Wealth Advisors's 13F filing for Q3 2025, filed 24 Oct 2025.