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

Brookstone Capital 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	$33.3M	Sell	815,836 -60,303	-7%	-$2.43M	0.33%	78
2026 Q1	$34.3M	Buy	876,139 +48,936	+6%	+$1.98M	0.39%	57
2025 Q4	$33.6M	Buy	827,203 +17,545	+2%	+$702K	0.38%	55
2025 Q3	$31.8M	Sell	809,658 -12,873	-2%	-$502K	0.38%	53
2025 Q2	$32M	Buy	822,531 +39,828	+5%	+$1.53M	0.42%	53
2025 Q1	$30.9M	Buy	782,703 +74,917	+11%	+$3.11M	0.44%	53
2024 Q4	$29.7M	Sell	707,786 -12,923	-2%	-$542K	0.43%	59
2024 Q3	$29.9M	Buy	720,709 +26,585	+4%	+$1.08M	0.44%	53
2024 Q2	$28.4M	Sell	694,124 -29,981	-4%	-$1.21M	0.47%	48
2024 Q1	$29.5M	Buy	724,105 +3,643	+0.5%	+$146K	0.53%	43
2023 Q4	$28.4M	Sell	720,462 -43,316	-6%	-$1.69M	0.55%	47
2023 Q3	$29.7M	Buy	763,778 +49,847	+7%	+$2.02M	0.65%	35
2023 Q2	$29.2M	Buy	713,931 +58,397	+9%	+$2.38M	0.59%	36
2023 Q1	$26.7M	Buy	655,534 +60,635	+10%	+$2.44M	0.52%	46
2022 Q4	$23.7M	Buy	594,899 +58,455	+11%	+$2.33M	0.48%	58
2022 Q3	$20.5M	Buy	536,444 +21,457	+4%	+$908K	0.47%	61
2022 Q2	$22.2M	Buy	514,987 +80,141	+18%	+$3.67M	0.49%	55
2022 Q1	$21.5M	Buy	434,846 +164,802	+61%	+$8.05M	0.42%	66
2021 Q4	$13.6M	Buy	270,044 +81,354	+43%	+$4.08M	0.23%	92
2021 Q3	$9.32M	Buy	188,690 +67,021	+55%	+$3.3M	0.17%	114
2021 Q2	$5.99M	Buy	121,669 +85,389	+235%	+$4.12M	0.11%	166
2021 Q1	$1.74M	Buy	+36,280	New	+$1.71M	0.07%	195

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

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

Brookstone Capital Management's XYLD Position: Q2 2026 in Review

Brookstone Capital Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 6.9% in Q2 2026, selling an estimated $2.43M and leaving 815,836 shares worth $33.3M. The position accounts for 0.33% of the portfolio, ranked #78.

Brookstone Capital Management first reported a position in XYLD in Q1 2021 and has held it in 22 quarters since. The position peaked at $34.3M in Q1 2026. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Brookstone Capital Management held 815,836 shares of Global X S&P 500 Covered Call ETF worth $33.3M as of Q2 2026.
Brookstone Capital Management sold 60,303 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $2.43M.
Global X S&P 500 Covered Call ETF made up 0.33% of Brookstone Capital Management's portfolio in Q2 2026, its #78 holding.
Brookstone Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2021 and has held it in 22 quarters since.
Brookstone Capital Management's Global X S&P 500 Covered Call ETF position peaked at $34.3M in Q1 2026.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.