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

AE 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	$189K	Sell	4,626 -1,297	-22%	-$52.3K	﹤0.01%	1741
2026 Q1	$232K	Sell	5,923 -5,591	-49%	-$226K	﹤0.01%	1528
2025 Q4	$468K	Buy	11,514 +7,432	+182%	+$297K	﹤0.01%	1084
2025 Q3	$160K	Sell	4,082 -237	-5%	-$9.25K	﹤0.01%	1446
2025 Q2	$168K	Sell	4,319 -51	-1%	-$1.96K	﹤0.01%	1352
2025 Q1	$173K	Buy	4,370 +2,004	+85%	+$83.2K	﹤0.01%	1316
2024 Q4	$99.1K	Buy	+2,366	New	+$99.3K	﹤0.01%	1428
2024 Q2	–	Sell	-6,298	Closed	-$257K	–	1287
2024 Q1	$257K	Sell	6,298 -163,825	-96%	-$6.56M	﹤0.01%	1013
2023 Q4	$6.79M	Buy	170,123 +1,982	+1%	+$77.3K	0.03%	499
2023 Q3	$6.54M	Buy	168,141 +22,331	+15%	+$905K	0.04%	474
2023 Q2	$5.99M	Buy	145,810 +34,400	+31%	+$1.4M	0.04%	487
2023 Q1	$4.51M	Buy	111,410 +21,106	+23%	+$851K	0.03%	532
2022 Q4	$3.56M	Buy	90,304 +8,467	+10%	+$337K	0.03%	562
2022 Q3	$3.12M	Buy	81,837 +19,382	+31%	+$821K	0.02%	556
2022 Q2	$2.67M	Buy	62,455 +34,403	+123%	+$1.57M	0.02%	571
2022 Q1	$1.39M	Buy	28,052 +18,823	+204%	+$919K	0.01%	814
2021 Q4	$466K	Buy	+9,229	New	+$463K	﹤0.01%	1274

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

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

AE Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 22% in Q2 2026, selling an estimated $52.3K and leaving 4,626 shares worth $189K. The position accounts for ﹤0.01% of the portfolio, ranked #1741.

AE Wealth Management first reported a position in XYLD in Q4 2021 and has held it in 17 quarters since. The position peaked at $6.79M in Q4 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

AE Wealth Management held 4,626 shares of Global X S&P 500 Covered Call ETF worth $189K as of Q2 2026.
AE Wealth Management sold 1,297 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $52.3K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1741 holding.
AE Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 17 quarters since.
AE Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $6.79M in Q4 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.