Advisory Services Network’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Advisory Services Network’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	$2.31M	Sell	56,648 -1,038	-2%	-$41.8K	0.03%	651
2026 Q1	$2.26M	Sell	57,686 -4,850	-8%	-$196K	0.03%	606
2025 Q4	$2.54M	Buy	62,536 +1,774	+3%	+$71K	0.04%	514
2025 Q3	$2.39M	Sell	60,762 -3,585	-6%	-$140K	0.04%	521
2025 Q2	$2.5M	Buy	64,347 +10,884	+20%	+$417K	0.04%	476
2025 Q1	$2.11M	Buy	53,463 +6,804	+15%	+$282K	0.04%	485
2024 Q4	$1.96M	Sell	46,659 -3,822	-8%	-$160K	0.04%	503
2024 Q3	$2.04M	Hold	50,481	–	–	0.04%	465
2024 Q2	$2.04M	Buy	50,481 +2,296	+5%	+$92.5K	0.04%	465
2024 Q1	$1.97M	Buy	48,185 +24,137	+100%	+$967K	0.04%	458
2023 Q4	$948K	Buy	24,048 +2,974	+14%	+$116K	0.02%	654
2023 Q3	$820K	Buy	21,074 +3,924	+23%	+$159K	0.02%	708
2023 Q2	$704K	Buy	17,150 +1,001	+6%	+$40.7K	0.02%	765
2023 Q1	$654K	Sell	16,149 -43,289	-73%	-$1.74M	0.02%	788
2022 Q4	$2.34M	Buy	59,438 +49,208	+481%	+$1.96M	0.07%	326
2022 Q3	$390K	Buy	10,230 +4,988	+95%	+$211K	0.01%	914
2022 Q2	$224K	Buy	+5,242	New	+$240K	0.01%	1198
2021 Q3	–	Sell	-107	Closed	-$5K	–	3263
2021 Q2	$5K	Buy	+107	New	+$5.17K	﹤0.01%	3093
2021 Q1	–	Sell	-107	Closed	-$5K	–	2984
2020 Q4	$5K	Buy	+107	New	+$4.88K	﹤0.01%	2739
2019 Q4	–	Sell	-13	Closed	-$1K	–	3275
2019 Q3	$1K	Hold	13	–	–	﹤0.01%	2758
2019 Q2	$1K	Hold	13	–	–	﹤0.01%	2756
2019 Q1	$1K	Buy	13 +1	+8%	+$47	﹤0.01%	2472
2018 Q4	$1K	Hold	12	–	–	﹤0.01%	2480
2018 Q3	$1K	Hold	12	–	–	﹤0.01%	2451
2018 Q2	$1K	Buy	+12	New	+$594	﹤0.01%	2410

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

Advisory Services Network's XYLD Position: Q2 2026 in Review

Advisory Services Network reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.8% in Q2 2026, selling an estimated $41.8K and leaving 56,648 shares worth $2.31M. The position accounts for 0.03% of the portfolio, ranked #651.

Advisory Services Network first reported a position in XYLD in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.54M in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Advisory Services Network held 56,648 shares of Global X S&P 500 Covered Call ETF worth $2.31M as of Q2 2026.
Advisory Services Network sold 1,038 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $41.8K.
Global X S&P 500 Covered Call ETF made up 0.03% of Advisory Services Network's portfolio in Q2 2026, its #651 holding.
Advisory Services Network first reported a position in Global X S&P 500 Covered Call ETF in Q2 2018 and has held it in 25 quarters since.
Advisory Services Network's Global X S&P 500 Covered Call ETF position peaked at $2.54M 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 Advisory Services Network's 13F filing for Q2 2026, filed 12 Aug 2026.