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International Assets Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

International Assets Investment 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 		$3.78M Buy
92,695
+28,112
+44% +$1.13M 0.23% 84
2026
Q1 		$2.54M Buy
64,583
+6,205
+11% +$251K 0.18% 102
2025
Q4 		$2.37M Sell
58,378
-3,613
-6% -$145K 0.16% 108
2025
Q3 		$1.97M Sell
61,991
-7,467
-11% -$291K 0.16% 112
2025
Q2 		$2.7M Buy
69,458
+20,969
+43% +$804K 0.22% 83
2025
Q1 		$1.91M Sell
48,489
-11,842
-20% -$491K 0.17% 114
2024
Q4 		$2.52M Buy
+60,331
New +$2.53M 0.21% 82
2024
Q3 		– Sell
-6,730
Closed -$272K – 2684
2024
Q2 		$272K Buy
+6,730
New +$271K 0.03% 577
2024
Q1 		– Sell
-12,635
Closed -$444K – 836
2023
Q4 		$444K Buy
+12,635
New +$492K 0.06% 381
2022
Q2 		– Sell
-13,314
Closed -$587K – 561
2022
Q1 		$587K Buy
+13,314
New +$650K 0.11% 197

Other funds holding XYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

International Assets Investment Management's XYLD Position: Q2 2026 in Review

International Assets Investment Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 44% in Q2 2026, buying an estimated $1.13M and bringing the position to 92,695 shares worth $3.78M. The position accounts for 0.23% of the portfolio, ranked #84.

International Assets Investment Management first reported a position in XYLD in Q1 2022 and has held it in 10 quarters since. 130 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • International Assets Investment Management held 92,695 shares of Global X S&P 500 Covered Call ETF worth $3.78M as of Q2 2026.
  • International Assets Investment Management bought 28,112 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $1.13M.
  • Global X S&P 500 Covered Call ETF made up 0.23% of International Assets Investment Management's portfolio in Q2 2026, its #84 holding.
  • International Assets Investment Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 10 quarters since.
  • 130 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on International Assets Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.