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GeoWealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

GeoWealth Management’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
Q1 		$298K Sell
7,616
-2,125
-22% -$85.9K 0.01% 612
2025
Q4 		$396K Buy
9,741
+2,231
+30% +$89.3K 0.01% 494
2025
Q3 		$295K Sell
7,510
-1,212
-14% -$47.3K 0.01% 600
2025
Q2 		$340K Sell
8,722
-2,821
-24% -$108K 0.01% 519
2025
Q1 		$456K Buy
11,543
+2,314
+25% +$96K 0.02% 443
2024
Q4 		$387K Sell
9,229
-1,506
-14% -$63.2K 0.01% 540
2024
Q3 		$446K Buy
10,735
+602
+6% +$24.5K 0.02% 488
2024
Q2 		$410K Sell
10,133
-2,217
-18% -$89.3K 0.02% 484
2024
Q1 		$504K Sell
12,350
-2,984
-19% -$120K 0.02% 435
2023
Q4 		$604K Sell
15,334
-1,938
-11% -$75.5K 0.05% 293
2023
Q3 		$672K Buy
17,272
+2,766
+19% +$112K 0.08% 178
2023
Q2 		$595K Buy
14,506
+1,885
+15% +$76.7K 0.06% 158
2023
Q1 		$512K Buy
12,621
+4,208
+50% +$170K 0.06% 130
2022
Q4 		$331K Sell
8,413
-4,540
-35% -$181K 0.04% 179
2022
Q3 		$493K Buy
12,953
+174
+1% +$7.37K 0.05% 166
2022
Q2 		$546K Buy
12,779
+1,755
+16% +$80.3K 0.07% 151
2022
Q1 		$546K Buy
11,024
+1,159
+12% +$56.6K 0.05% 197
2021
Q4 		$498K Buy
9,865
+247
+3% +$12.4K 0.04% 212
2021
Q3 		$467K Buy
9,618
+1,623
+20% +$80K 0.04% 227
2021
Q2 		$392K Buy
7,995
+2,917
+57% +$141K 0.05% 171
2021
Q1 		$243K Buy
+5,078
New +$239K 0.04% 171
2020
Q2 		– Sell
-8,054
Closed -$307K – 168
2020
Q1 		$307K Buy
8,054
+2,890
+56% +$137K 0.22% 69
2019
Q4 		$262K Buy
5,164
+293
+6% +$14.6K 0.14% 82
2019
Q3 		$237K Buy
+4,871
New +$239K 0.05% 181

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GeoWealth Management's XYLD Position: Q1 2026 in Review

GeoWealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 22% in Q1 2026, selling an estimated $85.9K and leaving 7,616 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #612.

GeoWealth Management first reported a position in XYLD in Q3 2019 and has held it in 24 quarters since. The position peaked at $672K in Q3 2023. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • GeoWealth Management held 7,616 shares of Global X S&P 500 Covered Call ETF worth $298K as of Q1 2026.
  • GeoWealth Management sold 2,125 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $85.9K.
  • Global X S&P 500 Covered Call ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #612 holding.
  • GeoWealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2019 and has held it in 24 quarters since.
  • GeoWealth Management's Global X S&P 500 Covered Call ETF position peaked at $672K in Q3 2023.
  • 270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.