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

HUB Investment 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	$18.1M	Buy	443,829 +15,976	+4%	+$644K	0.33%	57
2026 Q1	$16.7M	Buy	427,853 +19,974	+5%	+$807K	0.4%	46
2025 Q4	$16.6M	Sell	407,879 -39,639	-9%	-$1.59M	0.43%	46
2025 Q3	$17.6M	Sell	447,518 -81,936	-15%	-$3.2M	0.58%	32
2025 Q2	$20.6M	Sell	529,454 -9,576	-2%	-$367K	0.69%	31
2025 Q1	$21.3M	Buy	539,030 +81,836	+18%	+$3.4M	0.84%	25
2024 Q4	$19.2M	Buy	457,194 +104,820	+30%	+$4.4M	0.8%	30
2024 Q3	$14.6M	Buy	352,374 +42,387	+14%	+$1.73M	0.64%	42
2024 Q2	$12.5M	Buy	309,987 +159,535	+106%	+$6.43M	0.47%	46
2024 Q1	$6.14M	Buy	150,452 +30,416	+25%	+$1.22M	0.34%	81
2023 Q4	$4.73M	Buy	120,036 +39,857	+50%	+$1.55M	0.32%	83
2023 Q3	$3.12M	Buy	80,179 +68,296	+575%	+$2.77M	0.47%	56
2023 Q2	$488K	Buy	+11,883	New	+$484K	0.08%	135

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

HUB Investment Partners's XYLD Position: Q2 2026 in Review

HUB Investment Partners increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.7% in Q2 2026, buying an estimated $644K and bringing the position to 443,829 shares worth $18.1M. The position accounts for 0.33% of the portfolio, ranked #57.

HUB Investment Partners first reported a position in XYLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $21.3M in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

HUB Investment Partners held 443,829 shares of Global X S&P 500 Covered Call ETF worth $18.1M as of Q2 2026.
HUB Investment Partners bought 15,976 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $644K.
Global X S&P 500 Covered Call ETF made up 0.33% of HUB Investment Partners's portfolio in Q2 2026, its #57 holding.
HUB Investment Partners first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and has held it in 13 quarters since.
HUB Investment Partners's Global X S&P 500 Covered Call ETF position peaked at $21.3M in Q1 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.