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

Modern Wealth 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 		$2.32M Buy
+56,771
New +$2.29M 0.03% 370
2025
Q4 		– Sell
-7,693
Closed -$302K – 898
2025
Q3 		$302K Buy
+7,693
New +$300K 0.01% 641

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Modern Wealth Management's XYLD Position: Q2 2026 in Review

Modern Wealth Management opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 56,771 shares worth $2.32M. The stake represents 0.03% of the portfolio and ranks #370 among its holdings. This is a return to the name: Modern Wealth Management previously reported a position in XYLD as recently as Q3 2025.

Modern Wealth Management first reported a position in XYLD in Q3 2025 and has held it in 2 quarters since. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Modern Wealth Management held 56,771 shares of Global X S&P 500 Covered Call ETF worth $2.32M as of Q2 2026.
  • Global X S&P 500 Covered Call ETF was a new Modern Wealth Management position in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up 0.03% of Modern Wealth Management's portfolio in Q2 2026, its #370 holding.
  • Modern Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 2 quarters since.
  • 276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

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