Envestnet Portfolio Solutions
XYLD icon

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

Envestnet Portfolio Solutions’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 		$795K Buy
19,493
+1,403
+8% +$56.6K ﹤0.01% 798
2026
Q1 		$708K Buy
18,090
+3,431
+23% +$139K ﹤0.01% 759
2025
Q4 		$596K Sell
14,659
-1,748
-11% -$70K ﹤0.01% 981
2025
Q3 		$644K Sell
16,407
-2,406
-13% -$93.9K ﹤0.01% 924
2025
Q2 		$733K Buy
18,813
+571
+3% +$21.9K ﹤0.01% 928
2025
Q1 		$720K Buy
18,242
+941
+5% +$39.1K ﹤0.01% 911
2024
Q4 		$725K Buy
17,301
+6,783
+64% +$285K ﹤0.01% 1066
2024
Q3 		$436K Buy
10,518
+3,108
+42% +$127K ﹤0.01% 1270
2024
Q2 		$300K Sell
7,410
-114
-2% -$4.59K ﹤0.01% 1380
2024
Q1 		$307K Buy
7,524
+1,384
+23% +$55.5K ﹤0.01% 1345
2023
Q4 		$242K Sell
6,140
-1,977
-24% -$77.1K ﹤0.01% 1403
2023
Q3 		$316K Buy
+8,117
New +$329K ﹤0.01% 1200

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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 Portfolio Solutions's XYLD Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 7.8% in Q2 2026, buying an estimated $56.6K and bringing the position to 19,493 shares worth $795K. The position accounts for ﹤0.01% of the portfolio, ranked #798.

Envestnet Portfolio Solutions first reported a position in XYLD in Q3 2023 and has held it in 12 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Envestnet Portfolio Solutions held 19,493 shares of Global X S&P 500 Covered Call ETF worth $795K as of Q2 2026.
  • Envestnet Portfolio Solutions bought 1,403 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $56.6K.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #798 holding.
  • Envestnet Portfolio Solutions first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.