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

Atlantic Private Wealth’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	$827K	Hold	20,278	–	–	0.51%	27
2026 Q1	$793K	Hold	20,278	–	–	0.52%	23
2025 Q4	$824K	Buy	20,278 +11,924	+143%	+$477K	0.53%	23
2025 Q3	$328K	Hold	8,354	–	–	0.21%	37
2025 Q2	$325K	Hold	8,354	–	–	0.22%	37
2025 Q1	$330K	Hold	8,354	–	–	0.24%	46
2024 Q4	$350K	Hold	8,354	–	–	0.26%	33
2024 Q3	$347K	Hold	8,354	–	–	0.26%	32
2024 Q2	$338K	Hold	8,354	–	–	0.28%	30
2024 Q1	$341K	Hold	8,354	–	–	0.28%	30
2023 Q4	$329K	Hold	8,354	–	–	0.29%	30
2023 Q3	$325K	Hold	8,354	–	–	0.33%	27
2023 Q2	$343K	Buy	+8,354	New	+$340K	0.35%	25

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

Atlantic Private Wealth's XYLD Position: Q2 2026 in Review

Atlantic Private Wealth held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 20,278 shares worth $827K. The position accounts for 0.51% of the portfolio, ranked #27.

Atlantic Private Wealth first reported a position in XYLD in Q2 2023 and has held it in 13 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Atlantic Private Wealth held 20,278 shares of Global X S&P 500 Covered Call ETF worth $827K as of Q2 2026.
Atlantic Private Wealth 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 0.51% of Atlantic Private Wealth's portfolio in Q2 2026, its #27 holding.
Atlantic Private Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and has held it in 13 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Atlantic Private Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.