Cetera Investment Advisers
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Cetera Investment Advisers’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Cetera Investment Advisers’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 		$22.8M Buy
559,469
+82,921
+17% +$3.34M 0.02% 685
2026
Q1 		$18.6M Buy
476,548
+7,367
+2% +$298K 0.02% 717
2025
Q4 		$19.1M Sell
469,181
-21,215
-4% -$849K 0.02% 687
2025
Q3 		$19.3M Buy
490,396
+150,166
+44% +$5.86M 0.02% 662
2025
Q2 		$13.2M Buy
340,230
+17,857
+6% +$685K 0.02% 681
2025
Q1 		$12.7M Sell
322,373
-3,120
-1% -$129K 0.02% 656
2024
Q4 		$13.6M Buy
325,493
+878
+0.3% +$36.8K 0.03% 574
2024
Q3 		$13.5M Sell
324,615
-25,424
-7% -$1.04M 0.03% 572
2024
Q2 		$14.2M Sell
350,039
-30,290
-8% -$1.22M 0.03% 518
2024
Q1 		$15.5M Buy
380,329
+324,879
+586% +$13M 0.04% 479
2023
Q4 		$2.19M Buy
55,450
+1,951
+4% +$76K 0.02% 762
2023
Q3 		$2.08M Buy
53,499
+14,694
+38% +$595K 0.02% 727
2023
Q2 		$1.59M Buy
+38,805
New +$1.58M 0.01% 872
2022
Q4 		– Sell
-28,481
Closed -$1.08M – 2174
2022
Q3 		$1.08M Buy
28,481
+1,778
+7% +$75.3K 0.02% 681
2022
Q2 		$1.14M Buy
26,703
+18,912
+243% +$865K 0.02% 741
2022
Q1 		$386K Buy
7,791
+1,015
+15% +$49.6K 0.01% 1342
2021
Q4 		$342K Hold
6,776
– – ﹤0.01% 1417
2021
Q3 		$329K Buy
6,776
+775
+13% +$38.2K 0.01% 1379
2021
Q2 		$294K Buy
6,001
+228
+4% +$11K ﹤0.01% 1429
2021
Q1 		$276K Buy
5,773
+387
+7% +$18.2K 0.01% 1297
2020
Q4 		$250K Buy
+5,386
New +$246K ﹤0.01% 1349

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

Cetera Investment Advisers's XYLD Position: Q2 2026 in Review

Cetera Investment Advisers increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 17% in Q2 2026, buying an estimated $3.34M and bringing the position to 559,469 shares worth $22.8M. The position accounts for 0.02% of the portfolio, ranked #685.

Cetera Investment Advisers first reported a position in XYLD in Q4 2020 and has held it in 21 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Cetera Investment Advisers held 559,469 shares of Global X S&P 500 Covered Call ETF worth $22.8M as of Q2 2026.
  • Cetera Investment Advisers bought 82,921 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $3.34M.
  • Global X S&P 500 Covered Call ETF made up 0.02% of Cetera Investment Advisers's portfolio in Q2 2026, its #685 holding.
  • Cetera Investment Advisers first reported a position in Global X S&P 500 Covered Call ETF in Q4 2020 and has held it in 21 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Cetera Investment Advisers's 13F filing for Q2 2026, filed 12 Aug 2026.