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

Halbert Hargrove Global 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 		$73.4K Buy
1,800
+550
+44% +$22.2K ﹤0.01% 182
2026
Q1 		$48.9K Buy
+1,250
New +$50.5K ﹤0.01% 194

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

Halbert Hargrove Global Advisors's XYLD Position: Q2 2026 in Review

Halbert Hargrove Global Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 44% in Q2 2026, buying an estimated $22.2K and bringing the position to 1,800 shares worth $73.4K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Halbert Hargrove Global Advisors first reported a position in XYLD in Q1 2026 and has held it in 2 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Halbert Hargrove Global Advisors held 1,800 shares of Global X S&P 500 Covered Call ETF worth $73.4K as of Q2 2026.
  • Halbert Hargrove Global Advisors bought 550 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $22.2K.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #182 holding.
  • Halbert Hargrove Global Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2026 and has held it in 2 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.