1900 Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

1900 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
2026 Q2	$1.01M	Hold	24,860	–	–	0.06%	123
2026 Q1	$973K	Sell	24,860 -131	-0.5%	-$5.29K	0.06%	112
2025 Q4	$1.02M	Sell	24,991 -1,675	-6%	-$67K	0.07%	107
2025 Q3	$1.05M	Sell	26,666 -270	-1%	-$10.5K	0.07%	103
2025 Q2	$1.05M	Sell	26,936 -1,045	-4%	-$40.1K	0.08%	94
2025 Q1	$1.1M	Sell	27,981 -1,204	-4%	-$50K	0.09%	91
2024 Q4	$1.22M	Sell	29,185 -1,608	-5%	-$67.5K	0.1%	88
2024 Q3	$1.28M	Sell	30,793 -10,504	-25%	-$428K	0.11%	82
2024 Q2	$1.67M	Sell	41,297 -5,448	-12%	-$220K	0.16%	74
2024 Q1	$1.91M	Sell	46,745 -2,238	-5%	-$89.7K	0.17%	78
2023 Q4	$1.93M	Sell	48,983 -22,724	-32%	-$886K	0.18%	88
2023 Q3	$2.79M	Buy	71,707 +3,697	+5%	+$150K	0.28%	72
2023 Q2	$2.79M	Buy	68,010 +29,551	+77%	+$1.2M	0.29%	71
2023 Q1	$1.55M	Buy	38,459 +3,540	+10%	+$143K	0.17%	96
2022 Q4	$1.37M	Buy	34,919 +2,769	+9%	+$110K	0.15%	101
2022 Q3	$1.23M	Buy	32,150 +2,666	+9%	+$113K	0.14%	103
2022 Q2	$1.26M	Buy	29,484 +10,557	+56%	+$483K	0.14%	103
2022 Q1	$937K	Buy	18,927 +11,541	+156%	+$564K	0.09%	125
2021 Q4	$373K	Buy	+7,386	New	+$370K	0.03%	188

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

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

1900 Wealth Management's XYLD Position: Q2 2026 in Review

1900 Wealth Management held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 24,860 shares worth $1.01M. The position accounts for 0.06% of the portfolio, ranked #123.

1900 Wealth Management first reported a position in XYLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.79M in Q2 2023. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

1900 Wealth Management held 24,860 shares of Global X S&P 500 Covered Call ETF worth $1.01M as of Q2 2026.
1900 Wealth Management left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.06% of 1900 Wealth Management's portfolio in Q2 2026, its #123 holding.
1900 Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 19 quarters since.
1900 Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $2.79M in Q2 2023.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.