Independent Advisor Alliance’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Independent Advisor Alliance’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	$900K	Sell	22,065 -118,527	-84%	-$4.78M	0.02%	490
2026 Q1	$5.5M	Buy	140,592 +126,522	+899%	+$5.11M	0.06%	295
2025 Q4	$572K	Sell	14,070 -291	-2%	-$11.6K	0.01%	609
2025 Q3	$564K	Buy	14,361 +5,139	+56%	+$201K	0.01%	586
2025 Q2	$359K	Buy	9,222 +349	+4%	+$13.4K	0.01%	685
2025 Q1	$350K	Sell	8,873 -129,625	-94%	-$5.38M	0.01%	614
2024 Q4	$5.8M	Buy	+138,498	New	+$5.81M	0.08%	242
2024 Q2	–	Sell	-7,657	Closed	-$312K	–	754
2024 Q1	$312K	Buy	7,657 +359	+5%	+$14.4K	0.01%	559
2023 Q4	$288K	Buy	7,298 +792	+12%	+$30.9K	0.01%	557
2023 Q3	$253K	Buy	6,506 +153	+2%	+$6.2K	0.01%	561
2023 Q2	$261K	Buy	6,353 +146	+2%	+$5.94K	0.01%	558
2023 Q1	$251K	Buy	+6,207	New	+$250K	0.01%	556

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

Independent Advisor Alliance's XYLD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 84% in Q2 2026, selling an estimated $4.78M and leaving 22,065 shares worth $900K. The position accounts for 0.02% of the portfolio, ranked #490.

Independent Advisor Alliance first reported a position in XYLD in Q1 2023 and has held it in 12 quarters since. The position peaked at $5.8M in Q4 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Independent Advisor Alliance held 22,065 shares of Global X S&P 500 Covered Call ETF worth $900K as of Q2 2026.
Independent Advisor Alliance sold 118,527 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $4.78M.
Global X S&P 500 Covered Call ETF made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #490 holding.
Independent Advisor Alliance first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 12 quarters since.
Independent Advisor Alliance's Global X S&P 500 Covered Call ETF position peaked at $5.8M in Q4 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.