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

Allworth Financial’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	$191K	Buy	4,679 +891	+24%	+$35.9K	﹤0.01%	1518
2026 Q1	$148K	Sell	3,788 -42	-1%	-$1.7K	﹤0.01%	1589
2025 Q4	$156K	Buy	3,830 +81	+2%	+$3.24K	﹤0.01%	1482
2025 Q3	$147K	Sell	3,749 -3,096	-45%	-$121K	﹤0.01%	1455
2025 Q2	$267K	Buy	6,845 +623	+10%	+$23.9K	﹤0.01%	1067
2025 Q1	$237K	Buy	6,222 +3,650	+142%	+$151K	﹤0.01%	894
2024 Q4	$109K	Sell	2,572 -62	-2%	-$2.6K	﹤0.01%	1225
2024 Q3	$109K	Hold	2,634	–	–	﹤0.01%	1048
2024 Q2	$107K	Buy	+2,634	New	+$106K	﹤0.01%	1052

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

Allworth Financial's XYLD Position: Q2 2026 in Review

Allworth Financial increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 24% in Q2 2026, buying an estimated $35.9K and bringing the position to 4,679 shares worth $191K. The position accounts for ﹤0.01% of the portfolio, ranked #1518.

Allworth Financial first reported a position in XYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $267K in Q2 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Allworth Financial held 4,679 shares of Global X S&P 500 Covered Call ETF worth $191K as of Q2 2026.
Allworth Financial bought 891 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $35.9K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1518 holding.
Allworth Financial first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and has held it in 9 quarters since.
Allworth Financial's Global X S&P 500 Covered Call ETF position peaked at $267K in Q2 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.