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

Ameritas Advisory Services’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	$2.48M	Buy	60,770 +14,399	+31%	+$580K	0.05%	320
2026 Q1	$1.81M	Buy	46,371 +384	+0.8%	+$15.5K	0.07%	240
2025 Q4	$1.87M	Sell	45,987 -12,279	-21%	-$491K	0.07%	236
2025 Q3	$2.29M	Buy	58,266 +493	+0.9%	+$19.2K	0.15%	129
2025 Q2	$2.25M	Sell	57,773 -6,689	-10%	-$256K	0.12%	173
2025 Q1	$2.69M	Sell	64,462 -150	-0.2%	-$6.23K	0.11%	182
2024 Q4	$2.71M	Sell	64,612 -1,512	-2%	-$63.4K	0.09%	202
2024 Q3	$2.74M	Sell	66,124 -379	-0.6%	-$15.4K	0.12%	176
2024 Q2	$2.69M	Sell	66,503 -9,072	-12%	-$366K	0.1%	200
2024 Q1	$3.04M	Buy	75,575 +24,102	+47%	+$966K	0.13%	176
2023 Q4	$2.06M	Sell	51,473 -16,739	-25%	-$652K	0.11%	171
2023 Q3	$2.67M	Buy	68,212 +30,418	+80%	+$1.23M	0.13%	161
2023 Q2	$1.55M	Sell	37,794 -10,595	-22%	-$431K	0.2%	116
2023 Q1	$1.96M	Sell	48,389 -30,122	-38%	-$1.21M	0.1%	193
2022 Q4	$3.09M	Sell	78,511 -23,550	-23%	-$937K	0.14%	148
2022 Q3	$3.89M	Buy	102,061 +15,220	+18%	+$644K	0.23%	91
2022 Q2	$3.71M	Buy	86,841 +26,602	+44%	+$1.22M	0.21%	103
2022 Q1	$2.98M	Buy	60,239 +21,143	+54%	+$1.03M	0.11%	151
2021 Q4	$1.98M	Buy	+39,096	New	+$1.96M	0.07%	220

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

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

Ameritas Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 31% in Q2 2026, buying an estimated $580K and bringing the position to 60,770 shares worth $2.48M. The position accounts for 0.05% of the portfolio, ranked #320.

Ameritas Advisory Services first reported a position in XYLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.89M in Q3 2022. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Ameritas Advisory Services held 60,770 shares of Global X S&P 500 Covered Call ETF worth $2.48M as of Q2 2026.
Ameritas Advisory Services bought 14,399 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $580K.
Global X S&P 500 Covered Call ETF made up 0.05% of Ameritas Advisory Services's portfolio in Q2 2026, its #320 holding.
Ameritas Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $3.89M in Q3 2022.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.