RIG
XYLD icon

RiverFront Investment Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

RiverFront Investment Group’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 		$3.87M Buy
98,989
+28,265
+40% +$1.14M 0.06% 107
2025
Q4 		$2.87M Sell
70,724
-60,890
-46% -$2.44M 0.05% 106
2025
Q3 		$5.17M Sell
131,614
-358
-0.3% -$14K 0.09% 82
2025
Q2 		$5.14M Buy
131,972
+4,155
+3% +$159K 0.1% 73
2025
Q1 		$5.05M Sell
127,817
-5,291
-4% -$220K 0.11% 73
2024
Q4 		$5.58M Buy
133,108
+9,024
+7% +$379K 0.13% 73
2024
Q3 		$5.15M Buy
124,084
+3,040
+3% +$124K 0.12% 71
2024
Q2 		$4.89M Buy
121,044
+20,930
+21% +$843K 0.13% 67
2024
Q1 		$4.08M Sell
100,114
-1,773
-2% -$71K 0.12% 66
2023
Q4 		$4.02M Buy
101,887
+59,784
+142% +$2.33M 0.13% 67
2023
Q3 		$1.64M Buy
42,103
+26,996
+179% +$1.09M 0.06% 77
2023
Q2 		$620K Sell
15,107
-6,380
-30% -$260K 0.02% 90
2023
Q1 		$870K Sell
21,487
-36,111
-63% -$1.46M 0.03% 80
2022
Q4 		$2.27M Buy
+57,598
New +$2.29M 0.51% 44

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