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

Clearstead 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	$240K	Sell	5,881 -4,709	-44%	-$190K	﹤0.01%	1011
2026 Q1	$414K	Hold	10,590	–	–	﹤0.01%	763
2025 Q4	$430K	Hold	10,590	–	–	0.01%	703
2025 Q3	$416K	Hold	10,590	–	–	0.01%	685
2025 Q2	$412K	Buy	10,590 +3,656	+53%	+$140K	0.01%	661
2025 Q1	$274K	Hold	6,934	–	–	﹤0.01%	737
2024 Q4	$291K	Hold	6,934	–	–	﹤0.01%	737
2024 Q3	$288K	Hold	6,934	–	–	﹤0.01%	736
2024 Q2	$280K	Buy	+6,934	New	+$279K	﹤0.01%	706

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

Clearstead Advisors's XYLD Position: Q2 2026 in Review

Clearstead Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 44% in Q2 2026, selling an estimated $190K and leaving 5,881 shares worth $240K. The position accounts for ﹤0.01% of the portfolio, ranked #1011.

Clearstead Advisors first reported a position in XYLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $430K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Clearstead Advisors held 5,881 shares of Global X S&P 500 Covered Call ETF worth $240K as of Q2 2026.
Clearstead Advisors sold 4,709 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $190K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1011 holding.
Clearstead Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and has held it in 9 quarters since.
Clearstead Advisors's Global X S&P 500 Covered Call ETF position peaked at $430K 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 Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.