Gladstone Institutional Advisory’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Gladstone Institutional Advisory’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	$234K	Sell	5,735 -2,085	-27%	-$84K	0.01%	817
2026 Q1	$306K	Sell	7,820 -1,626	-17%	-$65.7K	0.01%	666
2025 Q4	$384K	Sell	9,446 -1,238	-12%	-$49.5K	0.01%	565
2025 Q3	$419K	Buy	10,684 +106	+1%	+$4.14K	0.02%	567
2025 Q2	$412K	Buy	10,578 +4,252	+67%	+$163K	0.02%	546
2025 Q1	$250K	Buy	+6,326	New	+$263K	0.01%	635

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

Gladstone Institutional Advisory's XYLD Position: Q2 2026 in Review

Gladstone Institutional Advisory reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 27% in Q2 2026, selling an estimated $84K and leaving 5,735 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #817.

Gladstone Institutional Advisory first reported a position in XYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $419K in Q3 2025. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Gladstone Institutional Advisory held 5,735 shares of Global X S&P 500 Covered Call ETF worth $234K as of Q2 2026.
Gladstone Institutional Advisory sold 2,085 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $84K.
Global X S&P 500 Covered Call ETF made up 0.01% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #817 holding.
Gladstone Institutional Advisory first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
Gladstone Institutional Advisory's Global X S&P 500 Covered Call ETF position peaked at $419K in Q3 2025.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.