RFN
XYLD icon

Redwood Financial Network’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Redwood Financial Network’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 		$594K Sell
15,177
-140
-0.9% -$5.66K 0.39% 72
2025
Q4 		$622K Sell
15,317
-147
-1% -$5.88K 0.4% 74
2025
Q3 		$607K Sell
15,464
-118
-0.8% -$4.61K 0.38% 74
2025
Q2 		$607K Hold
15,582
– – 0.41% 66
2025
Q1 		$615K Sell
15,582
-6
-0% -$249 0.47% 63
2024
Q4 		$653K Sell
15,588
-1
-0% -$42 0.49% 56
2024
Q3 		$647K Sell
15,589
-76
-0.5% -$3.1K 0.51% 56
2024
Q2 		$633K Sell
15,665
-104
-0.7% -$4.19K 0.53% 56
2024
Q1 		$643K Buy
15,769
+2,475
+19% +$99.2K 0.56% 54
2023
Q4 		$524K Buy
13,294
+348
+3% +$13.6K 0.51% 64
2023
Q3 		$503K Buy
12,946
+1,231
+11% +$49.9K 0.53% 63
2023
Q2 		$481K Buy
11,715
+2,377
+25% +$96.7K 0.45% 75
2023
Q1 		$378K Buy
9,338
+2,591
+38% +$104K 0.38% 87
2022
Q4 		$266K Buy
+6,747
New +$268K 0.3% 105

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