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

PBMares Wealth 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 Q3	$253K	Buy	+6,436	New	+$251K	0.04%	173

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

PBMares Wealth Management's XYLD Position: Q3 2025 in Review

PBMares Wealth Management opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025: 6,436 shares worth $253K. The stake represents 0.04% of the portfolio and ranks #173 among its holdings.

260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

PBMares Wealth Management held 6,436 shares of Global X S&P 500 Covered Call ETF worth $253K as of Q3 2025.
Global X S&P 500 Covered Call ETF was a new PBMares Wealth Management position in Q3 2025.
Global X S&P 500 Covered Call ETF made up 0.04% of PBMares Wealth Management's portfolio in Q3 2025, its #173 holding.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.