Hamilton Wealth’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Hamilton Wealth’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	$335K	Sell	8,563 -4,334	-34%	-$175K	0.07%	85
2025 Q4	$524K	Buy	12,897 +1,757	+16%	+$70.3K	0.1%	74
2025 Q3	$437K	Sell	11,140 -75	-0.7%	-$2.93K	0.09%	71
2025 Q2	$437K	Buy	+11,215	New	+$430K	0.1%	66
2025 Q1	–	Sell	-562,125	Closed	-$23.6M	–	135
2024 Q4	$23.6M	Buy	562,125 +308,143	+121%	+$12.9M	5.71%	4
2024 Q3	$10.5M	Sell	253,982 -81,734	-24%	-$3.33M	2.58%	14
2024 Q2	$13.6M	Buy	+335,716	New	+$13.5M	3.65%	9
2024 Q1	–	Sell	-323,773	Closed	-$12.8M	–	125
2023 Q4	$12.8M	Sell	323,773 -11,488	-3%	-$448K	4.02%	8
2023 Q3	$13M	Sell	335,261 -129,470	-28%	-$5.25M	4.67%	8
2023 Q2	$19.1M	Sell	464,731 -29,074	-6%	-$1.18M	6.64%	3
2023 Q1	$20M	Buy	493,805 +52,503	+12%	+$2.12M	7.05%	3
2022 Q4	$17.4M	Buy	441,302 +426,720	+2,926%	+$17M	7.07%	2
2022 Q3	$556K	Buy	14,582 +6,797	+87%	+$288K	0.23%	49
2022 Q2	$332K	Sell	7,785 -103,062	-93%	-$4.71M	0.13%	50
2022 Q1	$5.49M	Buy	+110,847	New	+$5.41M	2.39%	14

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Hamilton Wealth's XYLD Position: Q1 2026 in Review

Hamilton Wealth reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 34% in Q1 2026, selling an estimated $175K and leaving 8,563 shares worth $335K. The position accounts for 0.07% of the portfolio, ranked #85.

Hamilton Wealth first reported a position in XYLD in Q1 2022 and has held it in 15 quarters since. The position peaked at $23.6M in Q4 2024. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Hamilton Wealth held 8,563 shares of Global X S&P 500 Covered Call ETF worth $335K as of Q1 2026.
Hamilton Wealth sold 4,334 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $175K.
Global X S&P 500 Covered Call ETF made up 0.07% of Hamilton Wealth's portfolio in Q1 2026, its #85 holding.
Hamilton Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 15 quarters since.
Hamilton Wealth's Global X S&P 500 Covered Call ETF position peaked at $23.6M in Q4 2024.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Hamilton Wealth's 13F filing for Q1 2026, filed 18 May 2026.