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

SignatureFD’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 Q4	–	Sell	-2,966	Closed	-$116K	–	3559
2025 Q3	$116K	Buy	+2,966	New	+$116K	﹤0.01%	1225
2022 Q4	–	Sell	-6,376	Closed	-$243K	–	3426
2022 Q3	$243K	Buy	6,376 +193	+3%	+$8.17K	0.01%	606
2022 Q2	$264K	Buy	6,183 +3,153	+104%	+$144K	0.01%	588
2022 Q1	$150K	Buy	+3,030	New	+$148K	﹤0.01%	844

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $23.7B AUM 45.95% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SignatureFD's XYLD Position: Q4 2025 in Review

SignatureFD sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 2,966 shares — an estimated $116K sold.

SignatureFD first reported a position in XYLD in Q1 2022 and held it in 4 quarters. The position peaked at $264K in Q2 2022. 281 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

SignatureFD reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
SignatureFD sold 2,966 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $116K.
SignatureFD first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and held it in 4 quarters.
SignatureFD's Global X S&P 500 Covered Call ETF position peaked at $264K in Q2 2022.
281 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on SignatureFD's 13F filing for Q4 2025, filed 20 Jan 2026.