Janney Montgomery Scott
XYLD icon

Janney Montgomery Scott’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Janney Montgomery Scott’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
Q1 		$2.46M Buy
62,837
+5,041
+9% +$204K 0.01% 1181
2025
Q4 		$2.35M Sell
57,796
-1,961
-3% -$78.5K 0.01% 1262
2025
Q3 		$2.35M Buy
59,757
+2,222
+4% +$86.7K 0.01% 1238
2025
Q2 		$2.24M Buy
57,535
+1,782
+3% +$68.3K 0.01% 1157
2025
Q1 		$2.2M Sell
55,753
-6,047
-10% -$251K 0.01% 1118
2024
Q4 		$2.59M Buy
61,800
+5,604
+10% +$235K 0.01% 1042
2024
Q3 		$2.33M Buy
56,196
+1,276
+2% +$52K 0.01% 1069
2024
Q2 		$2.22M Sell
54,920
-89,382
-62% -$3.6M 0.01% 1054
2024
Q1 		$5.89M Buy
144,302
+7,918
+6% +$317K 0.02% 704
2023
Q4 		$5.38M Buy
136,384
+7,383
+6% +$288K 0.02% 700
2023
Q3 		$5.02M Buy
129,001
+18,854
+17% +$764K 0.02% 669
2023
Q2 		$4.52M Buy
110,147
+28,001
+34% +$1.14M 0.02% 739
2023
Q1 		$3.33M Sell
82,146
-112,015
-58% -$4.51M 0.01% 766
2022
Q4 		$7.64M Buy
194,161
+130,237
+204% +$5.18M 0.03% 524
2022
Q3 		$2.44M Buy
63,924
+18,088
+39% +$766K 0.01% 889
2022
Q2 		$1.96M Buy
45,836
+4,242
+10% +$194K 0.01% 942
2022
Q1 		$2.06M Buy
41,594
+9,043
+28% +$442K 0.01% 905
2021
Q4 		$1.64M Buy
32,551
+10,591
+48% +$531K 0.01% 1065
2021
Q3 		$1.07M Buy
21,960
+9,986
+83% +$492K ﹤0.01% 1243
2021
Q2 		$587K Buy
11,974
+366
+3% +$17.7K ﹤0.01% 1543
2021
Q1 		$555K Sell
11,608
-805
-6% -$37.9K ﹤0.01% 1497
2020
Q4 		$576K Sell
12,413
-20,609
-62% -$940K ﹤0.01% 1483
2020
Q3 		$1.47M Sell
33,022
-5,706
-15% -$252K 0.01% 920
2020
Q2 		$1.65M Buy
38,728
+5,211
+16% +$215K 0.01% 838
2020
Q1 		$1.28M Sell
33,517
-69,341
-67% -$3.28M 0.01% 850
2019
Q4 		$5.21M Sell
102,858
-5,752
-5% -$286K 0.03% 448
2019
Q3 		$5.29M Buy
108,610
+10,014
+10% +$491K 0.04% 417
2019
Q2 		$4.82M Buy
98,596
+31,789
+48% +$1.53M 0.04% 437
2019
Q1 		$3.19M Buy
66,807
+49,542
+287% +$2.31M 0.03% 539
2018
Q4 		$765K Buy
17,265
+10,421
+152% +$506K 0.01% 1066
2018
Q3 		$356K Buy
6,844
+2,017
+42% +$105K ﹤0.01% 1604
2018
Q2 		$241K Buy
4,827
+50
+1% +$2.48K ﹤0.01% 1763
2018
Q1 		$230K Buy
+4,777
New +$240K ﹤0.01% 1741
2017
Q2 		– Sell
-5,840
Closed -$276K – 1818
2017
Q1 		$276K Sell
5,840
-396
-6% -$18.6K ﹤0.01% 1443
2016
Q4 		$284K Buy
+6,236
New +$279K ﹤0.01% 1376

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Janney Montgomery Scott's XYLD Position: Q1 2026 in Review

Janney Montgomery Scott increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 8.7% in Q1 2026, buying an estimated $204K and bringing the position to 62,837 shares worth $2.46M. The position accounts for 0.01% of the portfolio, ranked #1181.

Janney Montgomery Scott first reported a position in XYLD in Q4 2016 and has held it in 35 quarters since. The position peaked at $7.64M in Q4 2022. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Janney Montgomery Scott held 62,837 shares of Global X S&P 500 Covered Call ETF worth $2.46M as of Q1 2026.
  • Janney Montgomery Scott bought 5,041 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $204K.
  • Global X S&P 500 Covered Call ETF made up 0.01% of Janney Montgomery Scott's portfolio in Q1 2026, its #1181 holding.
  • Janney Montgomery Scott first reported a position in Global X S&P 500 Covered Call ETF in Q4 2016 and has held it in 35 quarters since.
  • Janney Montgomery Scott's Global X S&P 500 Covered Call ETF position peaked at $7.64M in Q4 2022.
  • 270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.