CF
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Carlson Financial’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Carlson Financial’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 		$227K Sell
5,554
-124
-2% -$5K 0.12% 170
2026
Q1 		$222K Sell
5,678
-987
-15% -$39.9K 0.13% 154
2025
Q4 		$271K Buy
+6,665
New +$267K 0.16% 138

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

Carlson Financial's XYLD Position: Q2 2026 in Review

Carlson Financial reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.2% in Q2 2026, selling an estimated $5K and leaving 5,554 shares worth $227K. The position accounts for 0.12% of the portfolio, ranked #170.

Carlson Financial first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $271K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Carlson Financial held 5,554 shares of Global X S&P 500 Covered Call ETF worth $227K as of Q2 2026.
  • Carlson Financial sold 124 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $5K.
  • Global X S&P 500 Covered Call ETF made up 0.12% of Carlson Financial's portfolio in Q2 2026, its #170 holding.
  • Carlson Financial first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • Carlson Financial's Global X S&P 500 Covered Call ETF position peaked at $271K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Carlson Financial's 13F filing for Q2 2026, filed 24 Aug 2026.