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

Blue Trust Inc’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	–	Sell	-20	Closed	-$813	–	2699
2025 Q4	$813	Hold	20	–	–	﹤0.01%	2324
2025 Q3	$785	Buy	+20	New	+$781	﹤0.01%	2362
2024 Q3	–	Sell	-17	Closed	-$693	–	3005
2024 Q2	$693	Hold	17	–	–	﹤0.01%	2581
2024 Q1	$693	Buy	+17	New	+$681	﹤0.01%	1983

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Blue Trust Inc's XYLD Position: Q1 2026 in Review

Blue Trust Inc sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 20 shares — an estimated $813 sold.

Blue Trust Inc first reported a position in XYLD in Q1 2024 and held it in 4 quarters. The position peaked at $813 in Q4 2025. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Blue Trust Inc reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 20 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $813.
Blue Trust Inc first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and held it in 4 quarters.
Blue Trust Inc's Global X S&P 500 Covered Call ETF position peaked at $813 in Q4 2025.
272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.