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

Raleigh Capital 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 Q1	–	Sell	-450	Closed	-$18.9K	–	1080
2024 Q4	$18.9K	Buy	450 +40	+10%	+$1.68K	0.01%	467
2024 Q3	$17K	Hold	410	–	–	0.01%	472
2024 Q2	$16.6K	Hold	410	–	–	0.01%	460
2024 Q1	$16.7K	Buy	410 +35	+9%	+$1.4K	0.01%	457
2023 Q4	$14.8K	Buy	375 +35	+10%	+$1.36K	0.01%	499
2023 Q3	$13.2K	Buy	340 +80	+31%	+$3.24K	0.01%	457
2023 Q2	$10.7K	Buy	+260	New	+$10.6K	0.01%	469

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Raleigh Capital Management's XYLD Position: Q1 2025 in Review

Raleigh Capital Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2025, closing a stake of 450 shares — an estimated $18.9K sold.

Raleigh Capital Management first reported a position in XYLD in Q2 2023 and held it in 7 quarters. The position peaked at $18.9K in Q4 2024. 257 funds tracked by Wall St. Rank hold XYLD as of Q1 2025.

Raleigh Capital Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Raleigh Capital Management sold 450 Global X S&P 500 Covered Call ETF shares in Q1 2025, an estimated $18.9K.
Raleigh Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and held it in 7 quarters.
Raleigh Capital Management's Global X S&P 500 Covered Call ETF position peaked at $18.9K in Q4 2024.
257 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2025.

Based on Raleigh Capital Management's 13F filing for Q1 2025, filed 29 Apr 2025.