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

Sapient Capital’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
2024 Q4	–	Sell	-14,935	Closed	-$620K	–	413
2024 Q3	$620K	Hold	14,935	–	–	0.01%	232
2024 Q2	$608K	Hold	14,935	–	–	0.01%	216
2024 Q1	$609K	Hold	14,935	–	–	0.01%	225
2023 Q4	$593K	Buy	+14,935	New	+$582K	0.02%	220

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Sapient Capital's XYLD Position: Q4 2024 in Review

Sapient Capital sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2024, closing a stake of 14,935 shares — an estimated $620K sold.

Sapient Capital first reported a position in XYLD in Q4 2023 and held it in 4 quarters. The position peaked at $620K in Q3 2024. 255 funds tracked by Wall St. Rank hold XYLD as of Q4 2024.

Sapient Capital reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
Sapient Capital sold 14,935 Global X S&P 500 Covered Call ETF shares in Q4 2024, an estimated $620K.
Sapient Capital first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 4 quarters.
Sapient Capital's Global X S&P 500 Covered Call ETF position peaked at $620K in Q3 2024.
255 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2024.

Based on Sapient Capital's 13F filing for Q4 2024, filed 29 Jan 2025.