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

MeadowBrook Investment 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	$152K	Sell	3,716 -120	-3%	-$4.84K	0.12%	121
2026 Q1	$150K	Hold	3,836	–	–	0.13%	121
2025 Q4	$156K	Hold	3,836	–	–	0.13%	132
2025 Q3	$151K	Buy	3,836 +270	+8%	+$10.5K	0.13%	129
2025 Q2	$139K	Hold	3,566	–	–	0.12%	135
2025 Q1	$141K	Buy	3,566 +30	+0.8%	+$1.25K	0.13%	130
2024 Q4	$148K	Sell	3,536 -420	-11%	-$17.6K	0.13%	132
2024 Q3	$164K	Hold	3,956	–	–	0.15%	119
2024 Q2	$160K	Hold	3,956	–	–	0.15%	119
2024 Q1	$161K	Sell	3,956 -925	-19%	-$37.1K	0.15%	121
2023 Q4	$193K	Buy	+4,881	New	+$190K	0.18%	110

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

MeadowBrook Investment Advisors's XYLD Position: Q2 2026 in Review

MeadowBrook Investment Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.1% in Q2 2026, selling an estimated $4.84K and leaving 3,716 shares worth $152K. The position accounts for 0.12% of the portfolio, ranked #121.

MeadowBrook Investment Advisors first reported a position in XYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $193K in Q4 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

MeadowBrook Investment Advisors held 3,716 shares of Global X S&P 500 Covered Call ETF worth $152K as of Q2 2026.
MeadowBrook Investment Advisors sold 120 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $4.84K.
Global X S&P 500 Covered Call ETF made up 0.12% of MeadowBrook Investment Advisors's portfolio in Q2 2026, its #121 holding.
MeadowBrook Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
MeadowBrook Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $193K in Q4 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on MeadowBrook Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.