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

Snowden Capital Advisors’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 		$623K Buy
15,914
+1,799
+13% +$72.7K 0.02% 699
2025
Q4 		$574K Buy
14,115
+1,953
+16% +$78.2K 0.01% 735
2025
Q3 		$477K Sell
12,162
-208
-2% -$8.12K 0.01% 801
2025
Q2 		$482K Buy
12,370
+100
+0.8% +$3.83K 0.01% 781
2025
Q1 		$485K Buy
12,270
+840
+7% +$34.9K 0.02% 754
2024
Q4 		$492K Buy
11,430
+499
+5% +$20.9K 0.02% 777
2024
Q3 		$454K Buy
10,931
+84
+0.8% +$3.42K 0.01% 816
2024
Q2 		$442K Buy
10,847
+2,102
+24% +$84.7K 0.01% 804
2024
Q1 		$357K Buy
8,745
+50
+0.6% +$2K 0.01% 902
2023
Q4 		$343K Sell
8,695
-1,000
-10% -$39K 0.01% 862
2023
Q3 		$377K Sell
9,695
-1,486
-13% -$60.2K 0.02% 773
2023
Q2 		$459K Buy
11,181
+603
+6% +$24.5K 0.02% 776
2023
Q1 		$428K Buy
10,578
+1,078
+11% +$43.4K 0.02% 798
2022
Q4 		$374K Hold
9,500
– – 0.02% 840
2022
Q3 		$362K Buy
9,500
+3,062
+48% +$130K 0.02% 807
2022
Q2 		$274K Buy
+6,438
New +$294K 0.01% 907

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 $2.72B AUM 45.88% 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 $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return