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

Atomi 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	$389K	Buy	9,546 +467	+5%	+$18.8K	0.01%	898
2026 Q1	$355K	Buy	9,079 +842	+10%	+$34K	0.01%	863
2025 Q4	$335K	Buy	8,237 +141	+2%	+$5.64K	0.01%	882
2025 Q3	$318K	Sell	8,096 -343	-4%	-$13.4K	0.01%	859
2025 Q2	$329K	Buy	8,439 +132	+2%	+$5.06K	0.01%	768
2025 Q1	$328K	Buy	8,307 +3,291	+66%	+$137K	0.01%	722
2024 Q4	$210K	Buy	+5,016	New	+$210K	0.01%	897

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

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

Atomi Financial Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 5.1% in Q2 2026, buying an estimated $18.8K and bringing the position to 9,546 shares worth $389K. The position accounts for 0.01% of the portfolio, ranked #898.

Atomi Financial Group first reported a position in XYLD in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Atomi Financial Group held 9,546 shares of Global X S&P 500 Covered Call ETF worth $389K as of Q2 2026.
Atomi Financial Group bought 467 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $18.8K.
Global X S&P 500 Covered Call ETF made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #898 holding.
Atomi Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.