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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Medallion Wealth Advisors's XYLD Position: Q1 2026 in Review

Medallion Wealth Advisors held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q1 2026 at 700 shares worth $27.4K. The position accounts for 0.01% of the portfolio, ranked #589.

Medallion Wealth Advisors first reported a position in XYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $29.3K in Q4 2024. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Medallion Wealth Advisors held 700 shares of Global X S&P 500 Covered Call ETF worth $27.4K as of Q1 2026.
  • Medallion Wealth Advisors left its Global X S&P 500 Covered Call ETF share count unchanged in Q1 2026.
  • Global X S&P 500 Covered Call ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #589 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 6 quarters since.
  • Medallion Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $29.3K in Q4 2024.
  • 270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.