YIH
XYLD icon

Y-Intercept (HK)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Y-Intercept (HK)’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 		– Sell
-20,339
Closed -$826K – 2123
2025
Q4 		$826K Sell
20,339
-217
-1% -$8.69K 0.02% 1067
2025
Q3 		$807K Buy
20,556
+10,219
+99% +$399K 0.02% 1076
2025
Q2 		$403K Buy
+10,337
New +$396K 0.01% 1275
2025
Q1 		– Sell
-9,320
Closed -$391K – 1666
2024
Q4 		$391K Buy
+9,320
New +$391K 0.03% 834
2024
Q3 		– Sell
-16,516
Closed -$668K – 1882
2024
Q2 		$668K Buy
16,516
+7,594
+85% +$306K 0.04% 690
2024
Q1 		$364K Buy
8,922
+37
+0.4% +$1.48K 0.03% 869
2023
Q4 		$350K Buy
+8,885
New +$346K 0.03% 765
2023
Q2 		– Sell
-6,477
Closed -$262K – 1785
2023
Q1 		$262K Buy
+6,477
New +$261K 0.03% 835

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