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

Semus Wealth 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
2025 Q1	–	Sell	-6,362	Closed	-$267K	–	124
2024 Q4	$267K	Sell	6,362 -1,495	-19%	-$62.7K	0.18%	88
2024 Q3	$326K	Sell	7,857 -1,435	-15%	-$58.5K	0.23%	85
2024 Q2	$376K	Sell	9,292 -1,396	-13%	-$56.3K	0.29%	67
2024 Q1	$436K	Sell	10,688 -538	-5%	-$21.6K	0.37%	61
2023 Q4	$443K	Buy	11,226 +57	+0.5%	+$2.22K	0.36%	62
2023 Q3	$434K	Buy	11,169 +5,176	+86%	+$210K	0.4%	57
2023 Q2	$246K	Buy	5,993 +443	+8%	+$18K	0.23%	97
2023 Q1	$225K	Buy	5,550 +106	+2%	+$4.27K	0.24%	101
2022 Q4	$214K	Buy	+5,444	New	+$217K	0.26%	99

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

Semus Wealth Partners's XYLD Position: Q1 2025 in Review

Semus Wealth Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2025, closing a stake of 6,362 shares — an estimated $267K sold.

Semus Wealth Partners first reported a position in XYLD in Q4 2022 and held it in 9 quarters. The position peaked at $443K in Q4 2023. 257 funds tracked by Wall St. Rank hold XYLD as of Q1 2025.

Semus Wealth Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Semus Wealth Partners sold 6,362 Global X S&P 500 Covered Call ETF shares in Q1 2025, an estimated $267K.
Semus Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 9 quarters.
Semus Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $443K in Q4 2023.
257 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2025.

Based on Semus Wealth Partners's 13F filing for Q1 2025, filed 7 May 2025.