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

First Foundation 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	$12.3M	Sell	302,148 -811	-0.3%	-$32.7K	0.44%	41
2026 Q1	$11.9M	Buy	302,959 +3,551	+1%	+$143K	0.48%	39
2025 Q4	$12.2M	Buy	299,408 +38,450	+15%	+$1.54M	0.46%	39
2025 Q3	$10.2M	Buy	260,958 +51,833	+25%	+$2.02M	0.38%	50
2025 Q2	$8.14M	Buy	209,125 +188,155	+897%	+$7.21M	0.3%	58
2025 Q1	$828K	Buy	20,970 +13,915	+197%	+$578K	0.03%	182
2024 Q4	$296K	Hold	7,055	–	–	0.01%	291
2024 Q3	$293K	Sell	7,055 -12,525	-64%	-$510K	0.01%	287
2024 Q2	$792K	Sell	19,580 -4,868	-20%	-$196K	0.03%	180
2024 Q1	$997K	Sell	24,448 -1,457	-6%	-$58.4K	0.04%	171
2023 Q4	$1.02M	Buy	25,905 +19,445	+301%	+$758K	0.05%	172
2023 Q3	$251K	Buy	6,460 +991	+18%	+$40.2K	0.01%	353
2023 Q2	$225K	Sell	5,469 -13,113	-71%	-$534K	0.01%	368
2023 Q1	$753K	Buy	18,582 +11,154	+150%	+$450K	0.03%	195
2022 Q4	$292K	Buy	+7,428	New	+$295K	0.01%	309

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 Foundation Advisors's XYLD Position: Q2 2026 in Review

First Foundation Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.27% in Q2 2026, selling an estimated $32.7K and leaving 302,148 shares worth $12.3M. The position accounts for 0.44% of the portfolio, ranked #41.

First Foundation Advisors first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

First Foundation Advisors held 302,148 shares of Global X S&P 500 Covered Call ETF worth $12.3M as of Q2 2026.
First Foundation Advisors sold 811 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $32.7K.
Global X S&P 500 Covered Call ETF made up 0.44% of First Foundation Advisors's portfolio in Q2 2026, its #41 holding.
First Foundation Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.