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

Integrated Wealth Concepts’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	$294K	Buy	7,211 +856	+13%	+$34.5K	﹤0.01%	2097
2026 Q1	$249K	Buy	+6,355	New	+$257K	﹤0.01%	1970
2025 Q2	–	Sell	-36,139	Closed	-$1.43M	–	2015
2025 Q1	$1.43M	Buy	+36,139	New	+$1.5M	0.02%	675

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

Integrated Wealth Concepts's XYLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 13% in Q2 2026, buying an estimated $34.5K and bringing the position to 7,211 shares worth $294K. The position accounts for ﹤0.01% of the portfolio, ranked #2097.

Integrated Wealth Concepts first reported a position in XYLD in Q1 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Integrated Wealth Concepts held 7,211 shares of Global X S&P 500 Covered Call ETF worth $294K as of Q2 2026.
Integrated Wealth Concepts bought 856 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $34.5K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2097 holding.
Integrated Wealth Concepts first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 3 quarters since.
Integrated Wealth Concepts's Global X S&P 500 Covered Call ETF position peaked at $1.43M 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 Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.