Caitlin John’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Caitlin John’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	$12.2K	Sell	300 -1,100	-79%	-$44.3K	0.01%	561
2026 Q1	$54.8K	Sell	1,400 -800	-36%	-$32.3K	0.03%	296
2025 Q4	$89.4K	Sell	2,200 -200	-8%	-$8.01K	0.06%	238
2025 Q3	$94.2K	Buy	+2,400	New	+$93.7K	0.07%	190
2025 Q1	–	Sell	-2,235	Closed	-$93.7K	–	835
2024 Q4	$93.7K	Buy	2,235 +2	+0.1%	+$84	0.06%	180
2024 Q3	$94.2K	Buy	2,233 +9	+0.4%	+$367	0.06%	180
2024 Q2	$89.9K	Buy	+2,224	New	+$89.6K	0.06%	179

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

Caitlin John's XYLD Position: Q2 2026 in Review

Caitlin John reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 79% in Q2 2026, selling an estimated $44.3K and leaving 300 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #561.

Caitlin John first reported a position in XYLD in Q2 2024 and has held it in 7 quarters since. The position peaked at $94.2K in Q3 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Caitlin John held 300 shares of Global X S&P 500 Covered Call ETF worth $12.2K as of Q2 2026.
Caitlin John sold 1,100 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $44.3K.
Global X S&P 500 Covered Call ETF made up 0.01% of Caitlin John's portfolio in Q2 2026, its #561 holding.
Caitlin John first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and has held it in 7 quarters since.
Caitlin John's Global X S&P 500 Covered Call ETF position peaked at $94.2K in Q3 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.