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

Stockman Wealth Management’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	-5,665	Closed	-$235K	–	184
2024 Q3	$235K	Buy	5,665 +180	+3%	+$7.33K	0.04%	161
2024 Q2	$222K	Buy	5,485 +85	+2%	+$3.42K	0.04%	160
2024 Q1	$220K	Buy	5,400 +162	+3%	+$6.49K	0.04%	163
2023 Q4	$207K	Buy	5,238 +87	+2%	+$3.39K	0.04%	162
2023 Q3	$200K	Buy	5,151 +126	+3%	+$5.11K	0.04%	176
2023 Q2	$206K	Buy	+5,025	New	+$204K	0.04%	180

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

Stockman Wealth Management's XYLD Position: Q4 2024 in Review

Stockman Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2024, closing a stake of 5,665 shares — an estimated $235K sold.

Stockman Wealth Management first reported a position in XYLD in Q2 2023 and held it in 6 quarters. The position peaked at $235K in Q3 2024. 255 funds tracked by Wall St. Rank hold XYLD as of Q4 2024.

Stockman Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
Stockman Wealth Management sold 5,665 Global X S&P 500 Covered Call ETF shares in Q4 2024, an estimated $235K.
Stockman Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and held it in 6 quarters.
Stockman Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $235K 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 Stockman Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.