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 Q3	$3.33M	Buy	80,309 +6,795	+9%	+$281K	0.01%	612
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%	731
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Lido Advisors's XYLD Position: Q3 2026 in Review

Lido Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 9.2% in Q3 2026, buying an estimated $281K and bringing the position to 80,309 shares worth $3.33M. The position accounts for 0.01% of the portfolio, ranked #612.

Lido Advisors first reported a position in XYLD in Q1 2023 and has held it in 15 quarters since. 172 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

Lido Advisors held 80,309 shares of Global X S&P 500 Covered Call ETF worth $3.33M as of Q3 2026.
Lido Advisors bought 6,795 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $281K.
Global X S&P 500 Covered Call ETF made up 0.01% of Lido Advisors's portfolio in Q3 2026, its #612 holding.
Lido Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 15 quarters since.
172 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Lido Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.