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

Lifeworks 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 Q1	–	Sell	-5,348	Closed	-$217K	–	350
2025 Q4	$217K	Sell	5,348 -1,700	-24%	-$68K	0.03%	310
2025 Q3	$277K	Hold	7,048	–	–	0.04%	270
2025 Q2	$274K	Sell	7,048 -2,562	-27%	-$98.2K	0.04%	261
2025 Q1	$379K	Hold	9,610	–	–	0.06%	219
2024 Q4	$403K	Hold	9,610	–	–	0.07%	196
2024 Q3	$399K	Sell	9,610 -150	-2%	-$6.11K	0.08%	192
2024 Q2	$395K	Sell	9,760 -1,747	-15%	-$70.4K	0.11%	152
2024 Q1	$469K	Sell	11,507 -3,344	-23%	-$134K	0.13%	132
2023 Q4	$586K	Hold	14,851	–	–	0.2%	104
2023 Q3	$578K	Buy	+14,851	New	+$602K	0.22%	108

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Lifeworks Advisors's XYLD Position: Q1 2026 in Review

Lifeworks Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 5,348 shares — an estimated $217K sold.

Lifeworks Advisors first reported a position in XYLD in Q3 2023 and held it in 10 quarters. The position peaked at $586K in Q4 2023. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Lifeworks Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Lifeworks Advisors sold 5,348 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $217K.
Lifeworks Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and held it in 10 quarters.
Lifeworks Advisors's Global X S&P 500 Covered Call ETF position peaked at $586K in Q4 2023.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Lifeworks Advisors's 13F filing for Q1 2026, filed 4 May 2026.