Envestnet Asset Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Envestnet Asset Management’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	$26.4M	Buy	646,091 +53,056	+9%	+$2.14M	0.01%	1240
2026 Q1	$23.2M	Buy	593,035 +54,578	+10%	+$2.21M	0.01%	1250
2025 Q4	$21.9M	Buy	538,457 +23,082	+4%	+$924K	0.01%	1148
2025 Q3	$20.2M	Sell	515,375 -109,670	-18%	-$4.28M	0.01%	1272
2025 Q2	$24.3M	Buy	625,045 +44,832	+8%	+$1.72M	0.01%	1130
2025 Q1	$22.9M	Sell	580,213 -13,421	-2%	-$557K	0.01%	1106
2024 Q4	$24.9M	Buy	593,634 +18,294	+3%	+$767K	0.01%	1071
2024 Q3	$23.9M	Buy	575,340 +37,157	+7%	+$1.51M	0.01%	1073
2024 Q2	$21.8M	Buy	538,183 +135,930	+34%	+$5.48M	0.01%	1079
2024 Q1	$16.4M	Buy	402,253 +270,103	+204%	+$10.8M	0.01%	1220
2023 Q4	$5.21M	Buy	132,150 +10,469	+9%	+$408K	﹤0.01%	1873
2023 Q3	$4.73M	Buy	121,681 +42,072	+53%	+$1.7M	﹤0.01%	1834
2023 Q2	$3.27M	Buy	79,609 +15,920	+25%	+$648K	﹤0.01%	1964
2023 Q1	$2.58M	Buy	63,689 +8,267	+15%	+$333K	﹤0.01%	2050
2022 Q4	$2.18M	Sell	55,422 -50,679	-48%	-$2.02M	﹤0.01%	2104
2022 Q3	$4.04M	Sell	106,101 -19,687	-16%	-$833K	﹤0.01%	1641
2022 Q2	$5.37M	Buy	125,788 +79,398	+171%	+$3.63M	﹤0.01%	1485
2022 Q1	$2.3M	Buy	46,390 +3,619	+8%	+$177K	﹤0.01%	2111
2021 Q4	$2.16M	Buy	42,771 +2,139	+5%	+$107K	﹤0.01%	2117
2021 Q3	$1.97M	Buy	40,632 +8,480	+26%	+$418K	﹤0.01%	2094
2021 Q2	$1.58M	Buy	32,152 +1,102	+4%	+$53.2K	﹤0.01%	2223
2021 Q1	$1.49M	Buy	31,050 +19,098	+160%	+$899K	﹤0.01%	2132
2020 Q4	$555K	Buy	11,952 +1,496	+14%	+$68.2K	﹤0.01%	2604
2020 Q3	$467K	Sell	10,456 -15,572	-60%	-$687K	﹤0.01%	2502
2020 Q2	$1.11M	Sell	26,028 -5,680	-18%	-$234K	﹤0.01%	1908
2020 Q1	$1.21M	Sell	31,708 -26,886	-46%	-$1.27M	﹤0.01%	1710
2019 Q4	$2.97M	Buy	58,594 +2,043	+4%	+$102K	﹤0.01%	1406
2019 Q3	$2.75M	Buy	56,551 +6,686	+13%	+$328K	﹤0.01%	1373
2019 Q2	$2.44M	Sell	49,865 -1,372	-3%	-$66.1K	﹤0.01%	1442
2019 Q1	$2.45M	Buy	51,237 +13,599	+36%	+$633K	﹤0.01%	1369
2018 Q4	$1.67M	Buy	37,638 +29,179	+345%	+$1.42M	﹤0.01%	1434
2018 Q3	$440K	Buy	+8,459	New	+$438K	﹤0.01%	948

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

Envestnet Asset Management's XYLD Position: Q2 2026 in Review

Envestnet Asset Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 8.9% in Q2 2026, buying an estimated $2.14M and bringing the position to 646,091 shares worth $26.4M. The position accounts for 0.01% of the portfolio, ranked #1240.

Envestnet Asset Management first reported a position in XYLD in Q3 2018 and has held it in 32 quarters since. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Envestnet Asset Management held 646,091 shares of Global X S&P 500 Covered Call ETF worth $26.4M as of Q2 2026.
Envestnet Asset Management bought 53,056 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $2.14M.
Global X S&P 500 Covered Call ETF made up 0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #1240 holding.
Envestnet Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2018 and has held it in 32 quarters since.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.