Envestnet Asset Management
XYLD icon

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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management's XYLD Position: Q1 2026 in Review

Envestnet Asset Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 10% in Q1 2026, buying an estimated $2.21M and bringing the position to 593,035 shares worth $23.2M. The position accounts for 0.01% of the portfolio, ranked #1250.

Envestnet Asset Management first reported a position in XYLD in Q3 2018 and has held it in 31 quarters since. The position peaked at $24.9M in Q4 2024. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Envestnet Asset Management held 593,035 shares of Global X S&P 500 Covered Call ETF worth $23.2M as of Q1 2026.
  • Envestnet Asset Management bought 54,578 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $2.21M.
  • Global X S&P 500 Covered Call ETF made up 0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #1250 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 31 quarters since.
  • Envestnet Asset Management's Global X S&P 500 Covered Call ETF position peaked at $24.9M in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.