Milestone Asset Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Milestone Asset Management’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	$290K	Buy	+7,121	New	+$287K	0.05%	223
2025 Q4	–	Sell	-7,067	Closed	-$277K	–	262
2025 Q3	$277K	Buy	+7,067	New	+$276K	0.05%	193
2025 Q2	–	Sell	-8,943	Closed	-$353K	–	253
2025 Q1	$353K	Buy	8,943 +1,898	+27%	+$78.8K	0.08%	177
2024 Q4	$295K	Sell	7,045 -1,912	-21%	-$80.2K	0.07%	200
2024 Q3	$372K	Sell	8,957 -63	-0.7%	-$2.57K	0.08%	163
2024 Q2	$365K	Buy	9,020 +30	+0.3%	+$1.21K	0.09%	151
2024 Q1	$367K	Sell	8,990 -1,809	-17%	-$72.5K	0.1%	125
2023 Q4	$426K	Buy	10,799 +747	+7%	+$29.1K	0.14%	44
2023 Q3	$391K	Buy	10,052 +2,571	+34%	+$104K	0.14%	48
2023 Q2	$307K	Buy	7,481 +89	+1%	+$3.62K	0.14%	46
2023 Q1	$299K	Sell	7,392 -45	-0.6%	-$1.81K	0.17%	53
2022 Q4	$301K	Buy	+7,437	New	+$296K	0.18%	46

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

Milestone Asset Management's XYLD Position: Q2 2026 in Review

Milestone Asset Management opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 7,121 shares worth $290K. The stake represents 0.05% of the portfolio and ranks #223 among its holdings. This is a return to the name: Milestone Asset Management previously reported a position in XYLD as recently as Q3 2025.

Milestone Asset Management first reported a position in XYLD in Q4 2022 and has held it in 12 quarters since. The position peaked at $426K in Q4 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Milestone Asset Management held 7,121 shares of Global X S&P 500 Covered Call ETF worth $290K as of Q2 2026.
Global X S&P 500 Covered Call ETF was a new Milestone Asset Management position in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.05% of Milestone Asset Management's portfolio in Q2 2026, its #223 holding.
Milestone Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 12 quarters since.
Milestone Asset Management's Global X S&P 500 Covered Call ETF position peaked at $426K 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 Milestone Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.