Blue Chip Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Blue Chip Partners’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	$2.04M	Buy	49,973 +5,173	+12%	+$209K	0.13%	74
2026 Q1	$1.75M	Buy	44,800 +10,881	+32%	+$440K	0.13%	67
2025 Q4	$1.38M	Sell	33,919 -2,839	-8%	-$114K	0.1%	75
2025 Q3	$1.44M	Buy	36,758 +7,549	+26%	+$295K	0.11%	69
2025 Q2	$1.14M	Buy	29,209 +409	+1%	+$15.7K	0.09%	77
2025 Q1	$1.14M	Buy	28,800 +1,673	+6%	+$69.4K	0.1%	78
2024 Q4	$1.14M	Sell	27,127 -638	-2%	-$26.8K	0.1%	85
2024 Q3	$1.15M	Buy	27,765 +913	+3%	+$37.2K	0.1%	75
2024 Q2	$1.09M	Buy	26,852 +2,816	+12%	+$113K	0.1%	72
2024 Q1	$980K	Buy	24,036 +1,795	+8%	+$71.9K	0.1%	75
2023 Q4	$877K	Sell	22,241 -259	-1%	-$10.1K	0.09%	77
2023 Q3	$875K	Sell	22,500 -213,718	-90%	-$8.66M	0.1%	72
2023 Q2	$9.7M	Buy	236,218 +891	+0.4%	+$36.3K	1.1%	35
2023 Q1	$9.53M	Sell	235,327 -44,905	-16%	-$1.81M	1.13%	36
2022 Q4	$11M	Sell	280,232 -155,897	-36%	-$6.2M	1.37%	31
2022 Q3	$16.6M	Buy	436,129 +53,616	+14%	+$2.27M	2.28%	16
2022 Q2	$16.3M	Buy	382,513 +265,690	+227%	+$12.2M	2.08%	18
2022 Q1	$5.79M	Buy	116,823 +88,242	+309%	+$4.31M	0.72%	39
2021 Q4	$1.44M	Buy	+28,581	New	+$1.43M	0.18%	60

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

Blue Chip Partners's XYLD Position: Q2 2026 in Review

Blue Chip Partners increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 12% in Q2 2026, buying an estimated $209K and bringing the position to 49,973 shares worth $2.04M. The position accounts for 0.13% of the portfolio, ranked #74.

Blue Chip Partners first reported a position in XYLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q3 2022. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Blue Chip Partners held 49,973 shares of Global X S&P 500 Covered Call ETF worth $2.04M as of Q2 2026.
Blue Chip Partners bought 5,173 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $209K.
Global X S&P 500 Covered Call ETF made up 0.13% of Blue Chip Partners's portfolio in Q2 2026, its #74 holding.
Blue Chip Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 19 quarters since.
Blue Chip Partners's Global X S&P 500 Covered Call ETF position peaked at $16.6M in Q3 2022.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Blue Chip Partners's 13F filing for Q2 2026, filed 14 Aug 2026.