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

Vermillion & White Wealth Management Group’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
-100
Closed -$3.93K – 635
2025
Q3 		$3.93K Buy
+100
New +$3.9K ﹤0.01% 458

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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
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
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Osaic Holdings
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

Vermillion & White Wealth Management Group's XYLD Position: Q4 2025 in Review

Vermillion & White Wealth Management Group sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q4 2025, closing a stake of 100 shares — an estimated $3.93K sold.

Vermillion & White Wealth Management Group first reported a position in XYLD in Q3 2025 and held it in 1 quarter. The position peaked at $3.93K in Q3 2025. 279 funds tracked by Wall St. Rank hold XYLD as of Q4 2025.

  • Vermillion & White Wealth Management Group reported no remaining Global X S&P 500 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Vermillion & White Wealth Management Group sold 100 Global X S&P 500 Covered Call ETF shares in Q4 2025, an estimated $3.93K.
  • Vermillion & White Wealth Management Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and held it in 1 quarter.
  • Vermillion & White Wealth Management Group's Global X S&P 500 Covered Call ETF position peaked at $3.93K in Q3 2025.
  • 279 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q4 2025.

Based on Vermillion & White Wealth Management Group's 13F filing for Q4 2025, filed 18 Feb 2026.