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WELLINGTON-ALTUS USA INC.’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

WELLINGTON-ALTUS USA INC.’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 		$3.56K Buy
+91
New +$3.67K ﹤0.01% 623
2026
Q1 		– Sell
-91
Closed -$3.7K – 756
2025
Q4 		$3.7K Buy
+91
New +$3.64K ﹤0.01% 631

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

WELLINGTON-ALTUS USA INC.'s XYLD Position: Q2 2026 in Review

WELLINGTON-ALTUS USA INC. opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 91 shares worth $3.56K. The stake represents ﹤0.01% of the portfolio and ranks #623 among its holdings. This is a return to the name: WELLINGTON-ALTUS USA INC. previously reported a position in XYLD as recently as Q4 2025.

WELLINGTON-ALTUS USA INC. first reported a position in XYLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.7K in Q4 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • WELLINGTON-ALTUS USA INC. held 91 shares of Global X S&P 500 Covered Call ETF worth $3.56K as of Q2 2026.
  • Global X S&P 500 Covered Call ETF was a new WELLINGTON-ALTUS USA INC. position in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of WELLINGTON-ALTUS USA INC.'s portfolio in Q2 2026, its #623 holding.
  • WELLINGTON-ALTUS USA INC. first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 2 quarters since.
  • WELLINGTON-ALTUS USA INC.'s Global X S&P 500 Covered Call ETF position peaked at $3.7K in Q4 2025.
  • 276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on WELLINGTON-ALTUS USA INC.'s 13F filing for Q2 2026, filed 17 Sep 2026.