Kayne Anderson Rudnick Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Kayne Anderson Rudnick 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	$6.69M	Sell	163,826 -19,455	-11%	-$784K	0.02%	253
2026 Q1	$7.17M	Sell	183,281 -2,470	-1%	-$99.8K	0.02%	245
2025 Q4	$7.55M	Sell	185,751 -116,808	-39%	-$4.68M	0.02%	242
2025 Q3	$11.9M	Buy	302,559 +9,960	+3%	+$389K	0.03%	225
2025 Q2	$11.4M	Buy	292,599 +34,384	+13%	+$1.32M	0.03%	223
2025 Q1	$10.2M	Buy	258,215 +168,678	+188%	+$7M	0.02%	234
2024 Q4	$3.75M	Buy	89,537 +47,344	+112%	+$1.99M	0.01%	289
2024 Q3	$1.75M	Sell	42,193 -5,700	-12%	-$232K	﹤0.01%	357
2024 Q2	$1.93M	Buy	47,893 +7,373	+18%	+$297K	﹤0.01%	344
2024 Q1	$1.65M	Buy	40,520 +18,447	+84%	+$739K	﹤0.01%	345
2023 Q4	$871K	Buy	22,073 +12,082	+121%	+$471K	﹤0.01%	374
2023 Q3	$388K	Buy	+9,991	New	+$405K	﹤0.01%	401

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

Kayne Anderson Rudnick Investment Management's XYLD Position: Q2 2026 in Review

Kayne Anderson Rudnick Investment Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 11% in Q2 2026, selling an estimated $784K and leaving 163,826 shares worth $6.69M. The position accounts for 0.02% of the portfolio, ranked #253.

Kayne Anderson Rudnick Investment Management first reported a position in XYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q3 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Kayne Anderson Rudnick Investment Management held 163,826 shares of Global X S&P 500 Covered Call ETF worth $6.69M as of Q2 2026.
Kayne Anderson Rudnick Investment Management sold 19,455 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $784K.
Global X S&P 500 Covered Call ETF made up 0.02% of Kayne Anderson Rudnick Investment Management's portfolio in Q2 2026, its #253 holding.
Kayne Anderson Rudnick Investment Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
Kayne Anderson Rudnick Investment Management's Global X S&P 500 Covered Call ETF position peaked at $11.9M in Q3 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.