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

Beam Wealth 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	$2.03M	Sell	49,674 -2,544	-5%	-$103K	0.45%	50
2026 Q1	$2.04M	Buy	52,218 +8,401	+19%	+$339K	0.51%	50
2025 Q4	$1.78M	Sell	43,817 -601	-1%	-$24.1K	0.49%	47
2025 Q3	$1.74M	Buy	44,418 +77	+0.2%	+$3.01K	0.48%	48
2025 Q2	$1.73M	Sell	44,341 -274	-0.6%	-$10.5K	0.51%	49
2025 Q1	$1.76M	Sell	44,615 -1,227	-3%	-$50.9K	0.59%	43
2024 Q4	$1.92M	Buy	45,842 +1,124	+3%	+$47.2K	0.61%	41
2024 Q3	$1.86M	Sell	44,718 -50	-0.1%	-$2.04K	0.56%	39
2024 Q2	$1.81M	Sell	44,768 -5,653	-11%	-$228K	0.6%	36
2024 Q1	$2.06M	Buy	50,421 +3,913	+8%	+$157K	1.24%	23
2023 Q4	$1.83M	Sell	46,508 -1,846	-4%	-$72K	1.16%	23
2023 Q3	$1.88M	Sell	48,354 -252	-0.5%	-$10.2K	1.34%	19
2023 Q2	$2M	Sell	48,606 -868	-2%	-$35.3K	1.38%	20
2023 Q1	$2M	Buy	49,474 +1,286	+3%	+$51.8K	2.01%	16
2022 Q4	$1.9M	Buy	48,188 +852	+2%	+$33.9K	1.98%	16
2022 Q3	$1.8M	Buy	47,336 +5,630	+13%	+$238K	2.01%	12
2022 Q2	$1.78M	Buy	41,706 +2,760	+7%	+$126K	1.98%	11
2022 Q1	$1.93M	Buy	38,946 +5,992	+18%	+$293K	2.22%	12
2021 Q4	$1.66M	Buy	32,954 +3,396	+11%	+$170K	1.91%	18
2021 Q3	$1.43M	Buy	29,558 +3,127	+12%	+$154K	1.23%	22
2021 Q2	$1.3M	Buy	26,431 +4,554	+21%	+$220K	1.12%	26
2021 Q1	$1.05M	Buy	21,877 +4,182	+24%	+$197K	0.93%	37
2020 Q4	$821K	Buy	17,695 +1,472	+9%	+$67.1K	0.77%	46
2020 Q3	$724K	Buy	16,223 +157	+1%	+$6.93K	0.68%	47
2020 Q2	$691K	Buy	16,066 +458	+3%	+$18.9K	0.7%	50
2020 Q1	$596K	Buy	15,608 +2,199	+16%	+$104K	0.59%	57
2019 Q4	$679K	Buy	+13,409	New	+$666K	0.63%	46

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

Beam Wealth Advisors's XYLD Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 4.9% in Q2 2026, selling an estimated $103K and leaving 49,674 shares worth $2.03M. The position accounts for 0.45% of the portfolio, ranked #50.

Beam Wealth Advisors first reported a position in XYLD in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.06M in Q1 2024. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Beam Wealth Advisors held 49,674 shares of Global X S&P 500 Covered Call ETF worth $2.03M as of Q2 2026.
Beam Wealth Advisors sold 2,544 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $103K.
Global X S&P 500 Covered Call ETF made up 0.45% of Beam Wealth Advisors's portfolio in Q2 2026, its #50 holding.
Beam Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2019 and has held it in 27 quarters since.
Beam Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $2.06M in Q1 2024.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.