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

Institute for Wealth Management’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	$1.57M	Sell	38,550 -1,227	-3%	-$49.5K	0.14%	145
2026 Q1	$1.56M	Sell	39,777 -2,651	-6%	-$107K	0.17%	137
2025 Q4	$1.72M	Sell	42,428 -2,716	-6%	-$109K	0.18%	120
2025 Q3	$1.77M	Sell	45,144 -1,793	-4%	-$70K	0.18%	118
2025 Q2	$1.83M	Sell	46,937 -883	-2%	-$33.9K	0.2%	109
2025 Q1	$1.89M	Sell	47,820 -838	-2%	-$34.8K	0.24%	93
2024 Q4	$2.04M	Sell	48,658 -976	-2%	-$40.9K	0.26%	83
2024 Q3	$2.06M	Sell	49,634 -1,920	-4%	-$78.2K	0.26%	85
2024 Q2	$2.08M	Sell	51,554 -863	-2%	-$34.8K	0.28%	76
2024 Q1	$2.14M	Sell	52,417 -3,412	-6%	-$137K	0.28%	75
2023 Q4	$2.2M	Sell	55,829 -14,223	-20%	-$554K	0.36%	63
2023 Q3	$2.72M	Buy	70,052 +1,169	+2%	+$47.4K	0.49%	42
2023 Q2	$2.83M	Buy	68,883 +8,147	+13%	+$332K	0.48%	44
2023 Q1	$2.46M	Buy	+60,736	New	+$2.45M	0.47%	46

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

Institute for Wealth Management's XYLD Position: Q2 2026 in Review

Institute for Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.1% in Q2 2026, selling an estimated $49.5K and leaving 38,550 shares worth $1.57M. The position accounts for 0.14% of the portfolio, ranked #145.

Institute for Wealth Management first reported a position in XYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.83M in Q2 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Institute for Wealth Management held 38,550 shares of Global X S&P 500 Covered Call ETF worth $1.57M as of Q2 2026.
Institute for Wealth Management sold 1,227 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $49.5K.
Global X S&P 500 Covered Call ETF made up 0.14% of Institute for Wealth Management's portfolio in Q2 2026, its #145 holding.
Institute for Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
Institute for Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $2.83M in Q2 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.