Truist Financial
XYLD icon

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

Truist Financial’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 		$452K Sell
11,546
-820
-7% -$33.1K ﹤0.01% 2131
2025
Q4 		$502K Sell
12,366
-663
-5% -$26.5K ﹤0.01% 2042
2025
Q3 		$512K Buy
13,029
+768
+6% +$30K ﹤0.01% 2024
2025
Q2 		$477K Sell
12,261
-3,748
-23% -$144K ﹤0.01% 1992
2025
Q1 		$632K Buy
16,009
+5,181
+48% +$215K ﹤0.01% 1740
2024
Q4 		$454K Sell
10,828
-4,483
-29% -$188K ﹤0.01% 1942
2024
Q3 		$635K Sell
15,311
-7,319
-32% -$298K ﹤0.01% 1739
2024
Q2 		$915K Buy
22,630
+420
+2% +$16.9K ﹤0.01% 1651
2024
Q1 		$906K Buy
22,210
+1,885
+9% +$75.5K ﹤0.01% 1661
2023
Q4 		$802K Sell
20,325
-411
-2% -$16K ﹤0.01% 1713
2023
Q3 		$806K Buy
20,736
+6,472
+45% +$262K ﹤0.01% 1661
2023
Q2 		$586K Buy
14,264
+1,040
+8% +$42.3K ﹤0.01% 1874
2023
Q1 		$536K Buy
13,224
+814
+7% +$32.8K ﹤0.01% 1936
2022
Q4 		$489K Buy
12,410
+933
+8% +$37.1K ﹤0.01% 1973
2022
Q3 		$437K Sell
11,477
-1,262
-10% -$53.4K ﹤0.01% 1904
2022
Q2 		$544K Buy
12,739
+2,833
+29% +$130K ﹤0.01% 1860
2022
Q1 		$491K Buy
9,906
+2,861
+41% +$140K ﹤0.01% 2015
2021
Q4 		$356K Buy
7,045
+2,880
+69% +$144K ﹤0.01% 2243
2021
Q3 		$202K Buy
+4,165
New +$205K ﹤0.01% 2556

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 $1.95B AUM 31.42% 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 $8.75B AUM 16.46% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return