First Citizens Bank & Trust’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

First Citizens Bank & Trust’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	$630K	Buy	15,435 +27	+0.2%	+$1.09K	0.01%	412
2026 Q1	$603K	Buy	15,408 +4,404	+40%	+$178K	0.01%	395
2025 Q4	$447K	Buy	11,004 +865	+9%	+$34.6K	0.01%	461
2025 Q3	$398K	Buy	10,139 +891	+10%	+$34.8K	0.01%	483
2025 Q2	$360K	Buy	9,248 +506	+6%	+$19.4K	0.01%	503
2025 Q1	$345K	Buy	8,742 +784	+10%	+$32.5K	0.01%	359
2024 Q4	$333K	Buy	7,958 +3,088	+63%	+$130K	0.01%	370
2024 Q3	$202K	Buy	+4,870	New	+$198K	﹤0.01%	450
2020 Q1	–	Sell	-7,447	Closed	-$377K	–	389
2019 Q4	$377K	Buy	7,447 +52	+0.7%	+$2.58K	0.04%	231
2019 Q3	$360K	Sell	7,395 -336	-4%	-$16.5K	0.04%	243
2019 Q2	$378K	Sell	7,731 -6,238	-45%	-$300K	0.04%	329
2019 Q1	$667K	Buy	13,969 +1,855	+15%	+$86.4K	0.07%	218
2018 Q4	$537K	Buy	+12,114	New	+$588K	0.07%	228

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

First Citizens Bank & Trust's XYLD Position: Q2 2026 in Review

First Citizens Bank & Trust increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.18% in Q2 2026, buying an estimated $1.09K and bringing the position to 15,435 shares worth $630K. The position accounts for 0.01% of the portfolio, ranked #412.

First Citizens Bank & Trust first reported a position in XYLD in Q4 2018 and has held it in 13 quarters since. The position peaked at $667K in Q1 2019. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

First Citizens Bank & Trust held 15,435 shares of Global X S&P 500 Covered Call ETF worth $630K as of Q2 2026.
First Citizens Bank & Trust bought 27 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $1.09K.
Global X S&P 500 Covered Call ETF made up 0.01% of First Citizens Bank & Trust's portfolio in Q2 2026, its #412 holding.
First Citizens Bank & Trust first reported a position in Global X S&P 500 Covered Call ETF in Q4 2018 and has held it in 13 quarters since.
First Citizens Bank & Trust's Global X S&P 500 Covered Call ETF position peaked at $667K in Q1 2019.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.