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

Tucker Asset 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 Q4	–	Sell	-126	Closed	-$4.95K	–	1089
2025 Q3	$4.95K	Hold	126	–	–	﹤0.01%	270
2025 Q2	$4.91K	Buy	+126	New	+$4.83K	﹤0.01%	248
2024 Q3	–	Sell	-798	Closed	-$32.3K	–	1702
2024 Q2	$32.3K	Sell	798 -775	-49%	-$31.2K	0.01%	484
2024 Q1	$64.2K	Buy	+1,573	New	+$63K	0.01%	379

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

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 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

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

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

BCM

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

Tucker Asset Management's XYLD Position: Q4 2025 in Review

Tucker Asset Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 126 shares — an estimated $4.95K sold.

Tucker Asset Management first reported a position in XYLD in Q1 2024 and held it in 4 quarters. The position peaked at $64.2K in Q1 2024. 278 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

Tucker Asset Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Tucker Asset Management sold 126 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $4.95K.
Tucker Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and held it in 4 quarters.
Tucker Asset Management's Global X S&P 500 Covered Call ETF position peaked at $64.2K in Q1 2024.
278 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Tucker Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.