PIA
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Perennial Investment Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Perennial Investment 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
2026
Q1 		$505K Sell
12,909
-2,188
-14% -$88.4K 0.04% 297
2025
Q4 		$613K Sell
15,097
-196
-1% -$7.84K 0.05% 257
2025
Q3 		$600K Sell
15,293
-1,114
-7% -$43.5K 0.05% 252
2025
Q2 		$639K Sell
16,407
-4,671
-22% -$179K 0.06% 231
2025
Q1 		$832K Buy
21,078
+313
+2% +$13K 0.09% 184
2024
Q4 		$870K Sell
20,765
-7,232
-26% -$303K 0.1% 164
2024
Q3 		$1.16M Buy
27,997
+1,322
+5% +$53.9K 0.15% 114
2024
Q2 		$1.08M Sell
26,675
-220
-0.8% -$8.87K 0.15% 112
2024
Q1 		$1.1M Buy
26,895
+7,133
+36% +$286K 0.17% 100
2023
Q4 		$779K Buy
19,762
+4,273
+28% +$167K 0.13% 133
2023
Q3 		$602K Sell
15,489
-791
-5% -$32.1K 0.11% 155
2023
Q2 		$668K Buy
16,280
+9,255
+132% +$377K 0.12% 143
2023
Q1 		$285K Buy
+7,025
New +$283K 0.05% 247

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