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

WJ 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
-116,875
Closed -$4.62M – 106
2025
Q1 		$4.62M Sell
116,875
-111,476
-49% -$4.63M 1.63% 20
2024
Q4 		$9.57M Buy
228,351
+202,725
+791% +$8.5M 3.29% 11
2024
Q3 		$1.06M Buy
25,626
+3,079
+14% +$125K 0.37% 36
2024
Q2 		$912K Buy
+22,547
New +$909K 0.33% 43

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 $377B 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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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
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

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

WJ Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 116,875 shares — an estimated $4.62M sold.

WJ Wealth Management first reported a position in XYLD in Q2 2024 and held it in 4 quarters. The position peaked at $9.57M in Q4 2024. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

  • WJ Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
  • WJ Wealth Management sold 116,875 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $4.62M.
  • WJ Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 4 quarters.
  • WJ Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $9.57M 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 WJ Wealth Management's 13F filing for Q2 2025, filed 28 Jul 2025.