Focus Partners Advisor Solutions’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Focus Partners Advisor 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	–	Sell	-8,477	Closed	-$332K	–	1429
2026 Q1	$332K	Buy	8,477 +25	+0.3%	+$1.01K	﹤0.01%	932
2025 Q4	$343K	Buy	+8,452	New	+$338K	﹤0.01%	846
2025 Q3	–	Sell	-8,447	Closed	-$329K	–	1305
2025 Q2	$329K	Sell	8,447 -4,556	-35%	-$175K	﹤0.01%	818
2025 Q1	$514K	Buy	13,003 +513	+4%	+$21.3K	0.01%	577
2024 Q4	$523K	Buy	+12,490	New	+$524K	0.01%	462

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

Focus Partners Advisor Solutions's XYLD Position: Q2 2026 in Review

Focus Partners Advisor Solutions sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026, closing a stake of 8,477 shares — an estimated $332K sold.

Focus Partners Advisor Solutions first reported a position in XYLD in Q4 2024 and held it in 5 quarters. The position peaked at $523K in Q4 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Focus Partners Advisor Solutions reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
Focus Partners Advisor Solutions sold 8,477 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $332K.
Focus Partners Advisor Solutions first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 5 quarters.
Focus Partners Advisor Solutions's Global X S&P 500 Covered Call ETF position peaked at $523K in Q4 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.