Albion Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Albion Financial Group’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	$1.2K	Hold	29	–	–	﹤0.01%	588
2026 Q1	$1.12K	Buy	29 +1	+4%	+$40	﹤0.01%	630
2025 Q4	$1.13K	Buy	28 +1	+4%	+$40	﹤0.01%	588
2025 Q3	$1.06K	Buy	27 +1	+4%	+$39	﹤0.01%	594
2025 Q2	$1.03K	Hold	26	–	–	﹤0.01%	525
2025 Q1	$1.01K	Buy	26 +2	+8%	+$83	﹤0.01%	536
2024 Q4	$1.02K	Hold	24	–	–	﹤0.01%	614
2024 Q3	$988	Buy	+24	New	+$978	﹤0.01%	455

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

Albion Financial Group's XYLD Position: Q2 2026 in Review

Albion Financial Group held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 29 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #588.

Albion Financial Group first reported a position in XYLD in Q3 2024 and has held it in 8 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Albion Financial Group held 29 shares of Global X S&P 500 Covered Call ETF worth $1.2K as of Q2 2026.
Albion Financial Group 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 ﹤0.01% of Albion Financial Group's portfolio in Q2 2026, its #588 holding.
Albion Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Albion Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.