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

PSI 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 		$1.34M Buy
34,222
+4,551
+15% +$184K 0.32% 45
2025
Q4 		$1.21M Buy
29,671
+882
+3% +$35.3K 0.3% 47
2025
Q3 		$1.13M Buy
+28,789
New +$1.12M 0.29% 46
2025
Q2 		– Sell
-12,157
Closed -$480K – 721
2025
Q1 		$480K Buy
12,157
+3,970
+48% +$165K 0.16% 72
2024
Q4 		$343K Sell
8,187
-498
-6% -$20.9K 0.1% 98
2024
Q3 		$360K Buy
8,685
+1,682
+24% +$68.5K 0.11% 100
2024
Q2 		$283K Buy
7,003
+337
+5% +$13.6K 0.09% 110
2024
Q1 		$272K Buy
6,666
+699
+12% +$28K 0.1% 108
2023
Q4 		$235K Buy
5,967
+729
+14% +$28.4K 0.09% 116
2023
Q3 		$204K Hold
5,238
– – 0.09% 120
2023
Q2 		$215K Buy
+5,238
New +$213K 0.09% 117

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 $377B 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 $432B 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 $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return