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	–	1148
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 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

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

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

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

ORG Partners's XYLD Position: Q4 2025 in Review

ORG Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 4% in Q4 2025, selling an estimated $2.8K and leaving 1,681 shares worth $68.3K. The position accounts for 0.01% of the portfolio, ranked #523.

ORG Partners first reported a position in XYLD in Q2 2023 and has held it in 10 quarters since. The position peaked at $119K in Q2 2024. 280 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

ORG Partners held 1,681 shares of Global X S&P 500 Covered Call ETF worth $68.3K as of Q4 2025.
ORG Partners sold 70 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $2.8K.
Global X S&P 500 Covered Call ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #523 holding.
ORG Partners first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and has held it in 10 quarters since.
ORG Partners's Global X S&P 500 Covered Call ETF position peaked at $119K in Q2 2024.
280 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.