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Joseph P. Lucia & Associates’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Joseph P. Lucia & Associates’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 		$653K Sell
16,016
-259
-2% -$10.4K 0.2% 92
2026
Q1 		$637K Sell
16,275
-40
-0.2% -$1.62K 0.23% 88
2025
Q4 		$663K Sell
16,315
-997
-6% -$39.9K 0.24% 86
2025
Q3 		$680K Sell
17,312
-1,043
-6% -$40.7K 0.26% 83
2025
Q2 		$715K Sell
18,355
-832
-4% -$31.9K 0.29% 78
2025
Q1 		$758K Sell
19,187
-1,252
-6% -$52K 0.35% 72
2024
Q4 		$856K Sell
20,439
-666
-3% -$27.9K 0.38% 66
2024
Q3 		$876K Buy
21,105
+247
+1% +$10.1K 0.4% 67
2024
Q2 		$843K Sell
20,858
-124
-0.6% -$5K 0.43% 60
2024
Q1 		$856K Sell
20,982
-1,407
-6% -$56.4K 0.46% 60
2023
Q4 		$883K Buy
22,389
+10
+0% +$390 0.55% 56
2023
Q3 		$870K Buy
22,379
+486
+2% +$19.7K 0.61% 50
2023
Q2 		$899K Buy
21,893
+932
+4% +$37.9K 0.6% 50
2023
Q1 		$849K Buy
+20,961
New +$845K 0.59% 50
2022
Q3 		– Sell
-1,161
Closed -$50K – 455
2022
Q2 		$50K Buy
+1,161
New +$53.1K 0.04% 182

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Joseph P. Lucia & Associates's XYLD Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.6% in Q2 2026, selling an estimated $10.4K and leaving 16,016 shares worth $653K. The position accounts for 0.2% of the portfolio, ranked #92.

Joseph P. Lucia & Associates first reported a position in XYLD in Q2 2022 and has held it in 15 quarters since. The position peaked at $899K in Q2 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Joseph P. Lucia & Associates held 16,016 shares of Global X S&P 500 Covered Call ETF worth $653K as of Q2 2026.
  • Joseph P. Lucia & Associates sold 259 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $10.4K.
  • Global X S&P 500 Covered Call ETF made up 0.2% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #92 holding.
  • Joseph P. Lucia & Associates first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 15 quarters since.
  • Joseph P. Lucia & Associates's Global X S&P 500 Covered Call ETF position peaked at $899K 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 Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.