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

Sandbox Financial Partners’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	–	Sell	-4,987	Closed	-$203K	–	128
2025 Q4	$203K	Sell	4,987 -718	-13%	-$28.7K	0.06%	119
2025 Q3	$224K	Sell	5,705 -180	-3%	-$7.03K	0.06%	112
2025 Q2	$229K	Sell	5,885 -1,831	-24%	-$70.2K	0.07%	107
2025 Q1	$305K	Buy	7,716 +186	+2%	+$7.72K	0.11%	89
2024 Q4	$315K	Sell	7,530 -108	-1%	-$4.53K	0.11%	85
2024 Q3	$317K	Buy	7,638 +19	+0.2%	+$774	0.11%	79
2024 Q2	$308K	Buy	7,619 +612	+9%	+$24.7K	0.12%	78
2024 Q1	$286K	Buy	+7,007	New	+$281K	0.12%	79

Other funds holding XYLD

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

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 Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return