CARLSON FINANCIAL, INC.’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

CARLSON FINANCIAL, INC.’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	$227K	Sell	5,554 -124	-2%	-$5K	0.12%	170
2026 Q1	$222K	Sell	5,678 -987	-15%	-$39.9K	0.13%	154
2025 Q4	$271K	Buy	+6,665	New	+$267K	0.16%	138

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

CARLSON FINANCIAL, INC.'s XYLD Position: Q2 2026 in Review

CARLSON FINANCIAL, INC. reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.2% in Q2 2026, selling an estimated $5K and leaving 5,554 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #170.

CARLSON FINANCIAL, INC. first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

CARLSON FINANCIAL, INC. held 5,554 shares of Global X S&P 500 Covered Call ETF worth $227K as of Q2 2026.
CARLSON FINANCIAL, INC. sold 124 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $5K.
Global X S&P 500 Covered Call ETF made up 0.12% of CARLSON FINANCIAL, INC.'s portfolio in Q2 2026, its #170 holding.
CARLSON FINANCIAL, INC. first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
CARLSON FINANCIAL, INC.'s Global X S&P 500 Covered Call ETF position peaked at $271K in Q4 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on CARLSON FINANCIAL, INC.'s 13F filing for Q2 2026, filed 24 Aug 2026.