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

GHP Investment 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	$4.96K	Buy	122 +4	+3%	+$161	﹤0.01%	896
2026 Q1	$4.63K	Buy	118 +3	+3%	+$121	﹤0.01%	908
2025 Q4	$4.68K	Buy	115 +9	+8%	+$360	﹤0.01%	828
2025 Q3	$4.17K	Sell	106 -758	-88%	-$29.6K	﹤0.01%	807
2025 Q2	$33.6K	Buy	+864	New	+$33.1K	﹤0.01%	558

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

GHP Investment Advisors's XYLD Position: Q2 2026 in Review

GHP Investment Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.4% in Q2 2026, buying an estimated $161 and bringing the position to 122 shares worth $4.96K. The position accounts for ﹤0.01% of the portfolio, ranked #896.

GHP Investment Advisors first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.6K in Q2 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

GHP Investment Advisors held 122 shares of Global X S&P 500 Covered Call ETF worth $4.96K as of Q2 2026.
GHP Investment Advisors bought 4 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $161.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of GHP Investment Advisors's portfolio in Q2 2026, its #896 holding.
GHP Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
GHP Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $33.6K in Q2 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on GHP Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.