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ORG Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

ORG Partners’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 		$68.3K Sell
1,681
-70
-4% -$2.8K 0.01% 523
2025
Q3 		$68.7K Hold
1,751
– – 0.01% 526
2025
Q2 		$68.2K Hold
1,751
– – 0.01% 492
2025
Q1 		$69.2K Sell
1,751
-80
-4% -$3.32K 0.02% 438
2024
Q4 		$76.7K Sell
1,831
-18
-1% -$755 0.01% 475
2024
Q3 		$76.7K Sell
1,849
-1,100
-37% -$44.8K 0.01% 439
2024
Q2 		$119K Buy
+2,949
New +$119K 0.01% 545
2024
Q1 		– Sell
-214
Closed -$8.44K – 1167
2023
Q4 		$8.44K Buy
214
+107
+100% +$4.17K ﹤0.01% 782
2023
Q3 		$4.16K Sell
107
-918
-90% -$37.2K ﹤0.01% 982
2023
Q2 		$42K Buy
+1,025
New +$41.7K 0.01% 702

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
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
NAM
Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return