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

Concurrent Investment 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	$2.93M	Sell	71,901 -5,844	-8%	-$236K	0.03%	593
2026 Q1	$3.04M	Buy	77,745 +991	+1%	+$40K	0.03%	481
2025 Q4	$3.12M	Buy	76,754 +2,140	+3%	+$85.6K	0.04%	443
2025 Q3	$2.93M	Sell	74,614 -7,186	-9%	-$280K	0.05%	360
2025 Q2	$3.19M	Sell	81,800 -1,997	-2%	-$76.6K	0.06%	316
2025 Q1	$3.31M	Buy	83,797 +35,965	+75%	+$1.49M	0.08%	255
2024 Q4	$2M	Sell	47,832 -1,820	-4%	-$76.3K	0.05%	326
2024 Q3	$2.06M	Buy	49,652 +967	+2%	+$39.4K	0.06%	309
2024 Q2	$1.97M	Buy	48,685 +4,342	+10%	+$175K	0.06%	283
2024 Q1	$1.81M	Sell	44,343 -11,914	-21%	-$477K	0.07%	259
2023 Q4	$2.22M	Buy	+56,257	New	+$2.19M	0.1%	210

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

Concurrent Investment Advisors's XYLD Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 7.5% in Q2 2026, selling an estimated $236K and leaving 71,901 shares worth $2.93M. The position accounts for 0.03% of the portfolio, ranked #593.

Concurrent Investment Advisors first reported a position in XYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.31M in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Concurrent Investment Advisors held 71,901 shares of Global X S&P 500 Covered Call ETF worth $2.93M as of Q2 2026.
Concurrent Investment Advisors sold 5,844 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $236K.
Global X S&P 500 Covered Call ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #593 holding.
Concurrent Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
Concurrent Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $3.31M in Q1 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

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