Lido Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Lido Advisors’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	$3M	Buy	73,514 +53,743	+272%	+$2.17M	0.01%	658
2026 Q1	$774K	Sell	19,771 -9,107	-32%	-$368K	﹤0.01%	1083
2025 Q4	$1.14M	Hold	28,878	–	–	﹤0.01%	950
2025 Q3	$1.13M	Sell	28,878 -1,546	-5%	-$60.3K	﹤0.01%	902
2025 Q2	$1.18M	Sell	30,424 -2,100	-6%	-$80.5K	﹤0.01%	777
2025 Q1	$1.28M	Buy	32,524 +8,592	+36%	+$357K	0.01%	670
2024 Q4	$1.03M	Buy	23,932 +7,619	+47%	+$320K	﹤0.01%	755
2024 Q3	$677K	Sell	16,313 -4,275	-21%	-$174K	﹤0.01%	849
2024 Q2	$838K	Buy	20,588 +6,273	+44%	+$253K	﹤0.01%	730
2024 Q1	$584K	Sell	14,315 -5,439	-28%	-$218K	﹤0.01%	858
2023 Q4	$785K	Sell	19,754 -14,797	-43%	-$577K	0.01%	707
2023 Q3	$1.34M	Sell	34,551 -9,009	-21%	-$365K	0.01%	467
2023 Q2	$1.79M	Sell	43,560 -5,700	-12%	-$232K	0.01%	393
2023 Q1	$2M	Buy	+49,260	New	+$1.99M	0.02%	344

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

Lido Advisors's XYLD Position: Q2 2026 in Review

Lido Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 272% in Q2 2026, buying an estimated $2.17M and bringing the position to 73,514 shares worth $3M. The position accounts for 0.01% of the portfolio, ranked #658.

Lido Advisors first reported a position in XYLD in Q1 2023 and has held it in 14 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Lido Advisors held 73,514 shares of Global X S&P 500 Covered Call ETF worth $3M as of Q2 2026.
Lido Advisors bought 53,743 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $2.17M.
Global X S&P 500 Covered Call ETF made up 0.01% of Lido Advisors's portfolio in Q2 2026, its #658 holding.
Lido Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.