Chicago Partners Investment Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Chicago Partners Investment Group’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 Q1	$423K	Buy	10,586 +4	+0%	+$162	0.01%	973
2025 Q4	$430K	Sell	10,582 -231	-2%	-$9.24K	0.01%	852
2025 Q3	$431K	Buy	10,813 +224	+2%	+$8.74K	0.01%	779
2025 Q2	$411K	Buy	10,589 +227	+2%	+$8.7K	0.01%	682
2025 Q1	$399K	Sell	10,362 -90	-0.9%	-$3.73K	0.01%	594
2024 Q4	$441K	Buy	+10,452	New	+$438K	0.01%	541
2023 Q2	–	Sell	-5,173	Closed	-$209K	–	720
2023 Q1	$209K	Hold	5,173	–	–	0.01%	604
2022 Q4	$212K	Buy	+5,173	New	+$206K	0.01%	572

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Chicago Partners Investment Group's XYLD Position: Q1 2026 in Review

Chicago Partners Investment Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.04% in Q1 2026, buying an estimated $162 and bringing the position to 10,586 shares worth $423K. The position accounts for 0.01% of the portfolio, ranked #973.

Chicago Partners Investment Group first reported a position in XYLD in Q4 2022 and has held it in 8 quarters since. The position peaked at $441K in Q4 2024. 269 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Chicago Partners Investment Group held 10,586 shares of Global X S&P 500 Covered Call ETF worth $423K as of Q1 2026.
Chicago Partners Investment Group bought 4 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $162.
Global X S&P 500 Covered Call ETF made up 0.01% of Chicago Partners Investment Group's portfolio in Q1 2026, its #973 holding.
Chicago Partners Investment Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 8 quarters since.
Chicago Partners Investment Group's Global X S&P 500 Covered Call ETF position peaked at $441K in Q4 2024.
269 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Chicago Partners Investment Group's 13F filing for Q1 2026, filed 4 May 2026.