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

EP Wealth 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 		$105K Buy
+2,576
New +$104K ﹤0.01% 1659
2025
Q2 		$100K Buy
+2,575
New +$98.7K ﹤0.01% 1390

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

EP Wealth Advisors's XYLD Position: Q2 2026 in Review

EP Wealth Advisors opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 2,576 shares worth $105K. The stake represents ﹤0.01% of the portfolio and ranks #1659 among its holdings. This is a return to the name: EP Wealth Advisors previously reported a position in XYLD as recently as Q2 2025.

EP Wealth Advisors first reported a position in XYLD in Q2 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • EP Wealth Advisors held 2,576 shares of Global X S&P 500 Covered Call ETF worth $105K as of Q2 2026.
  • Global X S&P 500 Covered Call ETF was a new EP Wealth Advisors position in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1659 holding.
  • EP Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.