Beacon Pointe Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Beacon Pointe Advisors’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	$543K	Sell	13,322 -518	-4%	-$20.9K	﹤0.01%	1301
2026 Q1	$542K	Sell	13,840 -857	-6%	-$34.6K	﹤0.01%	1256
2025 Q4	$597K	Sell	14,697 -519	-3%	-$20.8K	﹤0.01%	1016
2025 Q3	$597K	Sell	15,216 -190	-1%	-$7.42K	0.01%	949
2025 Q2	$600K	Sell	15,406 -1,462	-9%	-$56.1K	0.01%	837
2025 Q1	$666K	Buy	16,868 +2,519	+18%	+$105K	0.01%	752
2024 Q4	$601K	Buy	+14,349	New	+$602K	0.01%	779
2024 Q2	–	Sell	-11,472	Closed	-$468K	–	1398
2024 Q1	$468K	Hold	11,472	–	–	0.01%	937
2023 Q4	$452K	Sell	11,472 -600	-5%	-$23.4K	0.01%	933
2023 Q3	$469K	Buy	12,072 +600	+5%	+$24.3K	0.01%	905
2023 Q2	$471K	Hold	11,472	–	–	0.01%	733
2023 Q1	$465K	Sell	11,472 -200	-2%	-$8.06K	0.01%	786
2022 Q4	$460K	Buy	+11,672	New	+$464K	0.01%	717
2022 Q3	–	Sell	-8,327	Closed	-$356K	–	1071
2022 Q2	$356K	Buy	+8,327	New	+$381K	0.01%	767

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

Beacon Pointe Advisors's XYLD Position: Q2 2026 in Review

Beacon Pointe Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.7% in Q2 2026, selling an estimated $20.9K and leaving 13,322 shares worth $543K. The position accounts for ﹤0.01% of the portfolio, ranked #1301.

Beacon Pointe Advisors first reported a position in XYLD in Q2 2022 and has held it in 14 quarters since. The position peaked at $666K in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Beacon Pointe Advisors held 13,322 shares of Global X S&P 500 Covered Call ETF worth $543K as of Q2 2026.
Beacon Pointe Advisors sold 518 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $20.9K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Beacon Pointe Advisors's portfolio in Q2 2026, its #1301 holding.
Beacon Pointe Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 14 quarters since.
Beacon Pointe Advisors's Global X S&P 500 Covered Call ETF position peaked at $666K in Q1 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Beacon Pointe Advisors's 13F filing for Q2 2026, filed 18 Aug 2026.