Madison Wealth Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Madison Wealth Partners’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	$814K	Sell	19,945 -1,034	-5%	-$41.7K	0.1%	106
2026 Q1	$821K	Buy	20,979 +3,317	+19%	+$134K	0.13%	80
2025 Q4	$718K	Sell	17,662 -17,896	-50%	-$716K	0.13%	77
2025 Q3	$1.4M	Buy	35,558 +925	+3%	+$36.1K	0.28%	44
2025 Q2	$1.35M	Buy	34,633 +856	+3%	+$32.8K	0.29%	41
2025 Q1	$1.33M	Buy	33,777 +2,533	+8%	+$105K	0.33%	38
2024 Q4	$1.31M	Buy	31,244 +2,687	+9%	+$113K	0.37%	36
2024 Q3	$1.19M	Buy	28,557 +2,736	+11%	+$111K	0.35%	38
2024 Q2	$1.04M	Buy	25,821 +4,307	+20%	+$174K	0.36%	35
2024 Q1	$878K	Buy	21,514 +2,882	+15%	+$115K	0.32%	39
2023 Q4	$735K	Buy	+18,632	New	+$726K	0.29%	44

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

Madison Wealth Partners's XYLD Position: Q2 2026 in Review

Madison Wealth Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 4.9% in Q2 2026, selling an estimated $41.7K and leaving 19,945 shares worth $814K. The position accounts for 0.1% of the portfolio, ranked #106.

Madison Wealth Partners first reported a position in XYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.4M in Q3 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Madison Wealth Partners held 19,945 shares of Global X S&P 500 Covered Call ETF worth $814K as of Q2 2026.
Madison Wealth Partners sold 1,034 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $41.7K.
Global X S&P 500 Covered Call ETF made up 0.1% of Madison Wealth Partners's portfolio in Q2 2026, its #106 holding.
Madison Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
Madison Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $1.4M in Q3 2025.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.