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

TriaGen 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 Q3	–	Sell	-6,517	Closed	-$254K	–	190
2025 Q2	$254K	Buy	6,517 +873	+15%	+$33.5K	0.08%	154
2025 Q1	$223K	Hold	5,644	–	–	0.08%	152
2024 Q4	$236K	Hold	5,644	–	–	0.08%	152
2024 Q3	$234K	Hold	5,644	–	–	0.08%	158
2024 Q2	$228K	Hold	5,644	–	–	0.09%	148
2024 Q1	$230K	Hold	5,644	–	–	0.1%	149
2023 Q4	$223K	Hold	5,644	–	–	0.11%	146
2023 Q3	$219K	Buy	5,644 +744	+15%	+$30.1K	0.11%	140
2023 Q2	$201K	Buy	+4,900	New	+$199K	0.09%	160

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

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

NAM

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

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

GXJ

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

TriaGen Wealth Management's XYLD Position: Q3 2025 in Review

TriaGen Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q3 2025, closing a stake of 6,517 shares — an estimated $254K sold.

TriaGen Wealth Management first reported a position in XYLD in Q2 2023 and held it in 9 quarters. The position peaked at $254K in Q2 2025. 260 funds tracked by Wall St. Rank hold XYLD as of Q3 2025.

TriaGen Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
TriaGen Wealth Management sold 6,517 Global X S&P 500 Covered Call ETF shares in Q3 2025, an estimated $254K.
TriaGen Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and held it in 9 quarters.
TriaGen Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $254K in Q2 2025.
260 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2025.

Based on TriaGen Wealth Management's 13F filing for Q3 2025, filed 22 Oct 2025.