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

StoneCrest 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
2025 Q2	–	Sell	-98,743	Closed	-$3.9M	–	76
2025 Q1	$3.9M	Buy	98,743 +2,726	+3%	+$113K	2.48%	16
2024 Q4	$4.02M	Buy	96,017 +5,454	+6%	+$229K	2.63%	16
2024 Q3	$3.76M	Buy	90,563 +3,522	+4%	+$143K	2.73%	15
2024 Q2	$3.52M	Sell	87,041 -4,873	-5%	-$196K	2.69%	16
2024 Q1	$3.75M	Buy	91,914 +8,879	+11%	+$356K	3.24%	12
2023 Q4	$3.27M	Buy	+83,035	New	+$3.24M	3.14%	13

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

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

StoneCrest Wealth Management's XYLD Position: Q2 2025 in Review

StoneCrest Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 98,743 shares — an estimated $3.9M sold.

StoneCrest Wealth Management first reported a position in XYLD in Q4 2023 and held it in 6 quarters. The position peaked at $4.02M in Q4 2024. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

StoneCrest Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
StoneCrest Wealth Management sold 98,743 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $3.9M.
StoneCrest Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and held it in 6 quarters.
StoneCrest Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $4.02M in Q4 2024.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on StoneCrest Wealth Management's 13F filing for Q2 2025, filed 15 Jul 2025.