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

Arax Advisory Partners’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	$585K	Buy	14,348 +5,500	+62%	+$222K	﹤0.01%	1544
2026 Q1	$346K	Buy	8,848 +111	+1%	+$4.49K	0.01%	793
2025 Q4	$355K	Buy	+8,737	New	+$350K	0.01%	748
2025 Q3	–	Sell	-8,179	Closed	-$318K	–	4360
2025 Q2	$318K	Buy	8,179 +241	+3%	+$9.24K	0.01%	515
2025 Q1	$313K	Buy	7,938 +315	+4%	+$13.1K	0.02%	416
2024 Q4	$319K	Buy	7,623 +235	+3%	+$9.86K	0.02%	393
2024 Q3	$307K	Buy	7,388 +236	+3%	+$9.61K	0.03%	274
2024 Q2	$289K	Buy	7,152 +110	+2%	+$4.43K	0.03%	274
2024 Q1	$287K	Buy	7,042 +211	+3%	+$8.46K	0.03%	250
2023 Q4	$269K	Buy	6,831 +115	+2%	+$4.48K	0.03%	246
2023 Q3	$261K	Buy	6,716 +165	+3%	+$6.69K	0.03%	221
2023 Q2	$269K	Buy	6,551 +157	+2%	+$6.39K	0.03%	198
2023 Q1	$259K	Buy	6,394 +248	+4%	+$9.99K	0.03%	203
2022 Q4	$242K	Buy	6,146 +33	+0.5%	+$1.31K	0.03%	199
2022 Q3	$233K	Buy	6,113 +185	+3%	+$7.83K	0.04%	190
2022 Q2	$253K	Buy	5,928 +176	+3%	+$8.05K	0.04%	188
2022 Q1	$285K	Buy	5,752 +187	+3%	+$9.13K	0.04%	192
2021 Q4	$281K	Buy	5,565 +78	+1%	+$3.91K	0.04%	202
2021 Q3	$266K	Buy	5,487 +119	+2%	+$5.87K	0.04%	204
2021 Q2	$263K	Buy	+5,368	New	+$259K	0.04%	205
2020 Q4	$252K	Buy	5,437 +102	+2%	+$4.65K	0.04%	178
2020 Q3	$238K	Buy	5,335 +138	+3%	+$6.09K	0.04%	156
2020 Q2	$221K	Buy	5,197 +51	+1%	+$2.1K	0.04%	163
2020 Q1	$197K	Buy	+5,146	New	+$244K	0.05%	155

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

Arax Advisory Partners's XYLD Position: Q2 2026 in Review

Arax Advisory Partners increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 62% in Q2 2026, buying an estimated $222K and bringing the position to 14,348 shares worth $585K. The position accounts for ﹤0.01% of the portfolio, ranked #1544.

Arax Advisory Partners first reported a position in XYLD in Q1 2020 and has held it in 24 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Arax Advisory Partners held 14,348 shares of Global X S&P 500 Covered Call ETF worth $585K as of Q2 2026.
Arax Advisory Partners bought 5,500 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $222K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Arax Advisory Partners's portfolio in Q2 2026, its #1544 holding.
Arax Advisory Partners first reported a position in Global X S&P 500 Covered Call ETF in Q1 2020 and has held it in 24 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.