GRP
XYLD icon

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

Global Retirement Partners’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 		$8.05K Buy
+197
New +$7.94K ﹤0.01% 3500
2025
Q4 		$31.3K Buy
770
+5
+0.7% +$200 ﹤0.01% 2644
2025
Q3 		$30K Sell
765
-516
-40% -$20.1K ﹤0.01% 2185
2025
Q2 		$49.9K Buy
+1,281
New +$49.1K ﹤0.01% 1774
2024
Q4 		$45.5K Buy
1,086
+70
+7% +$2.94K ﹤0.01% 1656
2024
Q3 		$42.2K Sell
1,016
-849
-46% -$34.6K ﹤0.01% 1640
2024
Q2 		$75.4K Buy
1,865
+61
+3% +$2.46K ﹤0.01% 1334
2024
Q1 		$73.6K Buy
1,804
+41
+2% +$1.64K ﹤0.01% 1222
2023
Q4 		$70K Buy
1,763
+42
+2% +$1.64K ﹤0.01% 1208
2023
Q3 		$66.5K Buy
1,721
+427
+33% +$17.3K ﹤0.01% 1126
2023
Q2 		$53.1K Buy
1,294
+19
+1% +$773 ﹤0.01% 1240
2023
Q1 		$51.3K Buy
1,275
+109
+9% +$4.39K ﹤0.01% 1226
2022
Q4 		$45.9K Hold
1,166
– – ﹤0.01% 1127
2022
Q3 		$47K Buy
+1,166
New +$49.4K ﹤0.01% 1047

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Global Retirement Partners's XYLD Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 197 shares worth $8.05K. The stake represents ﹤0.01% of the portfolio and ranks #3500 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in XYLD as recently as Q4 2025.

Global Retirement Partners first reported a position in XYLD in Q3 2022 and has held it in 14 quarters since. The position peaked at $75.4K in Q2 2024. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Global Retirement Partners held 197 shares of Global X S&P 500 Covered Call ETF worth $8.05K as of Q2 2026.
  • Global X S&P 500 Covered Call ETF was a new Global Retirement Partners position in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Global Retirement Partners's portfolio in Q2 2026, its #3500 holding.
  • Global Retirement Partners first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and has held it in 14 quarters since.
  • Global Retirement Partners's Global X S&P 500 Covered Call ETF position peaked at $75.4K in Q2 2024.
  • 275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.