PAS
XYLD icon

Park Avenue Securities’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Park Avenue Securities’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
2026
Q1 		$804K Sell
20,537
-697
-3% -$28.2K 0.01% 909
2025
Q4 		$863K Buy
21,234
+1,002
+5% +$40.1K 0.01% 870
2025
Q3 		$794K Buy
20,232
+497
+3% +$19.4K 0.01% 974
2025
Q2 		$768K Buy
19,735
+655
+3% +$25.1K 0.01% 873
2025
Q1 		$753K Buy
19,080
+1,971
+12% +$81.8K 0.01% 708
2024
Q4 		$717K Buy
17,109
+2,077
+14% +$87.1K 0.01% 920
2024
Q3 		$624K Buy
15,032
+1,437
+11% +$58.5K 0.01% 892
2024
Q2 		$550K Buy
13,595
+3,817
+39% +$154K 0.01% 932
2024
Q1 		$399K Buy
+9,778
New +$392K 0.01% 1062

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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $1.95B AUM 31.42% 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
BCM
Brookstone Capital Management Wheaton, Illinois $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return