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 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 $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Belpointe Asset Management's XYLD Position: Q1 2026 in Review

Belpointe Asset Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 50% in Q1 2026, buying an estimated $1.14M and bringing the position to 84,559 shares worth $3.31M. The position accounts for 0.12% of the portfolio, ranked #155.

Belpointe Asset Management first reported a position in XYLD in Q4 2019 and has held it in 19 quarters since. The position peaked at $5.75M in Q1 2025. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Belpointe Asset Management held 84,559 shares of Global X S&P 500 Covered Call ETF worth $3.31M as of Q1 2026.
Belpointe Asset Management bought 28,275 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $1.14M.
Global X S&P 500 Covered Call ETF made up 0.12% of Belpointe Asset Management's portfolio in Q1 2026, its #155 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 19 quarters since.
Belpointe Asset Management's Global X S&P 500 Covered Call ETF position peaked at $5.75M in Q1 2025.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.