Belpointe Asset Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Belpointe Asset Management’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	$3.47M	Buy	84,996 +437	+0.5%	+$17.6K	0.11%	170
2026 Q1	$3.31M	Buy	84,559 +28,275	+50%	+$1.14M	0.12%	155
2025 Q4	$2.29M	Buy	56,284 +12,018	+27%	+$481K	0.08%	201
2025 Q3	$1.74M	Sell	44,266 -2,468	-5%	-$96.3K	0.07%	252
2025 Q2	$1.82M	Sell	46,734 -98,876	-68%	-$3.79M	0.08%	217
2025 Q1	$5.75M	Buy	145,610 +42,802	+42%	+$1.78M	0.3%	62
2024 Q4	$4.25M	Buy	102,808 +2,577	+3%	+$108K	0.26%	76
2024 Q3	$4.16M	Buy	100,231 +37,662	+60%	+$1.53M	0.25%	82
2024 Q2	$2.53M	Buy	62,569 +1,757	+3%	+$70.8K	0.18%	113
2024 Q1	$2.48M	Sell	60,812 -46,895	-44%	-$1.88M	0.19%	115
2023 Q4	$4.25M	Sell	107,707 -7,645	-7%	-$298K	0.37%	47
2023 Q3	$4.49M	Buy	115,352 +12,980	+13%	+$526K	0.46%	39
2023 Q2	$4.2M	Buy	102,372 +95,985	+1,503%	+$3.91M	0.44%	39
2023 Q1	$259K	Sell	6,387 -3,081	-33%	-$124K	0.01%	818
2022 Q4	$373K	Sell	9,468 -19,307	-67%	-$768K	0.02%	653
2022 Q3	$1.1M	Sell	28,775 -8,379	-23%	-$355K	0.07%	270
2022 Q2	$1.59M	Buy	37,154 +4,884	+15%	+$223K	0.11%	206
2022 Q1	$1.6M	Buy	+32,270	New	+$1.58M	0.1%	224
2020 Q2	–	Sell	-3,075	Closed	-$117K	–	763
2020 Q1	$117K	Sell	3,075 -63,169	-95%	-$2.99M	0.02%	569
2019 Q4	$3.36M	Buy	+66,244	New	+$3.29M	0.43%	51

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

Belpointe Asset Management's XYLD Position: Q2 2026 in Review

Belpointe Asset Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.52% in Q2 2026, buying an estimated $17.6K and bringing the position to 84,996 shares worth $3.47M. The position accounts for 0.11% of the portfolio, ranked #170.

Belpointe Asset Management first reported a position in XYLD in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.75M in Q1 2025. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Belpointe Asset Management held 84,996 shares of Global X S&P 500 Covered Call ETF worth $3.47M as of Q2 2026.
Belpointe Asset Management bought 437 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $17.6K.
Global X S&P 500 Covered Call ETF made up 0.11% of Belpointe Asset Management's portfolio in Q2 2026, its #170 holding.
Belpointe Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2019 and has held it in 20 quarters since.
Belpointe Asset Management's Global X S&P 500 Covered Call ETF position peaked at $5.75M in Q1 2025.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.