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

Medallion Wealth 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	$32.6K	Buy	800 +100	+14%	+$4.03K	0.01%	549
2026 Q1	$27.4K	Hold	700	–	–	0.01%	589
2025 Q4	$28.4K	Hold	700	–	–	0.01%	572
2025 Q3	$27.5K	Hold	700	–	–	0.01%	576
2025 Q2	$27.3K	Hold	700	–	–	0.01%	564
2025 Q1	$27.7K	Hold	700	–	–	0.01%	528
2024 Q4	$29.3K	Buy	+700	New	+$29.4K	0.01%	502

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

Medallion Wealth Advisors's XYLD Position: Q2 2026 in Review

Medallion Wealth Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 14% in Q2 2026, buying an estimated $4.03K and bringing the position to 800 shares worth $32.6K. The position accounts for 0.01% of the portfolio, ranked #549.

Medallion Wealth Advisors first reported a position in XYLD in Q4 2024 and has held it in 7 quarters since. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Medallion Wealth Advisors held 800 shares of Global X S&P 500 Covered Call ETF worth $32.6K as of Q2 2026.
Medallion Wealth Advisors bought 100 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $4.03K.
Global X S&P 500 Covered Call ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #549 holding.
Medallion Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.