Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Cambridge Investment Research Advisors’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 		$8.3M Buy
203,514
+5,641
+3% +$227K 0.02% 764
2026
Q1 		$7.74M Buy
197,873
+1,238
+0.6% +$50K 0.02% 725
2025
Q4 		$7.99M Sell
196,635
-9,449
-5% -$378K 0.02% 684
2025
Q3 		$8.09M Sell
206,084
-34,550
-14% -$1.35M 0.02% 669
2025
Q2 		$9.37M Buy
240,634
+9,131
+4% +$350K 0.03% 559
2025
Q1 		$9.14M Buy
231,503
+11,463
+5% +$476K 0.03% 545
2024
Q4 		$9.22M Buy
220,040
+4,916
+2% +$206K 0.03% 520
2024
Q3 		$8.93M Buy
215,124
+6,666
+3% +$272K 0.03% 553
2024
Q2 		$8.43M Buy
208,458
+72,222
+53% +$2.91M 0.03% 539
2024
Q1 		$5.56M Buy
136,236
+159
+0.1% +$6.37K 0.02% 693
2023
Q4 		$5.37M Buy
136,077
+17,015
+14% +$663K 0.02% 666
2023
Q3 		$4.63M Buy
119,062
+24,128
+25% +$978K 0.02% 692
2023
Q2 		$3.9M Buy
94,934
+7,819
+9% +$318K 0.02% 786
2023
Q1 		$3.53M Buy
87,115
+6,693
+8% +$270K 0.02% 799
2022
Q4 		$3.17M Sell
80,422
-1,041
-1% -$41.4K 0.02% 830
2022
Q3 		$3.1M Buy
81,463
+6,635
+9% +$281K 0.02% 802
2022
Q2 		$3.19M Sell
74,828
-6,768
-8% -$310K 0.02% 813
2022
Q1 		$4.04M Sell
81,596
-5,245
-6% -$256K 0.02% 744
2021
Q4 		$4.39M Buy
86,841
+8,358
+11% +$419K 0.02% 700
2021
Q3 		$3.81M Buy
78,483
+6,122
+8% +$302K 0.02% 734
2021
Q2 		$3.55M Buy
72,361
+33,733
+87% +$1.63M 0.02% 792
2021
Q1 		$1.85M Buy
38,628
+12,768
+49% +$601K 0.01% 1048
2020
Q4 		$1.2M Buy
25,860
+8,537
+49% +$389K 0.01% 1191
2020
Q3 		$773K Sell
17,323
-198
-1% -$8.74K 0.01% 1338
2020
Q2 		$744K Buy
17,521
+9,442
+117% +$390K 0.01% 1308
2020
Q1 		$309K Sell
8,079
-409
-5% -$19.4K ﹤0.01% 1665
2019
Q4 		$430K Buy
8,488
+2,560
+43% +$127K ﹤0.01% 1677
2019
Q3 		$289K Buy
+5,928
New +$291K ﹤0.01% 1850
2019
Q2 		– Sell
-4,609
Closed -$220K – 2368
2019
Q1 		$220K Buy
+4,609
New +$215K ﹤0.01% 2004
2018
Q3 		– Sell
-4,363
Closed -$218K – 2311
2018
Q2 		$218K Buy
+4,363
New +$216K ﹤0.01% 1958

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Cambridge Investment Research Advisors's XYLD Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.9% in Q2 2026, buying an estimated $227K and bringing the position to 203,514 shares worth $8.3M. The position accounts for 0.02% of the portfolio, ranked #764.

Cambridge Investment Research Advisors first reported a position in XYLD in Q2 2018 and has held it in 30 quarters since. The position peaked at $9.37M in Q2 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Cambridge Investment Research Advisors held 203,514 shares of Global X S&P 500 Covered Call ETF worth $8.3M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 5,641 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $227K.
  • Global X S&P 500 Covered Call ETF made up 0.02% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #764 holding.
  • Cambridge Investment Research Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2018 and has held it in 30 quarters since.
  • Cambridge Investment Research Advisors's Global X S&P 500 Covered Call ETF position peaked at $9.37M in Q2 2025.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.