Money Concepts Capital’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Money Concepts Capital’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	$345K	Sell	8,464 -2,290	-21%	-$92.3K	0.02%	482
2026 Q1	$421K	Buy	10,754 +3,528	+49%	+$143K	0.02%	403
2025 Q4	$294K	Buy	+7,226	New	+$289K	0.02%	435
2025 Q3	–	Sell	-5,460	Closed	-$213K	–	498
2025 Q2	$213K	Sell	5,460 -720	-12%	-$27.6K	0.01%	420
2025 Q1	$244K	Buy	+6,180	New	+$256K	0.02%	381
2023 Q1	–	Sell	-600	Closed	-$23.6K	–	2960
2022 Q4	$23.6K	Buy	+600	New	+$23.9K	﹤0.01%	1592
2022 Q2	–	Sell	-600	Closed	-$30K	–	2651
2022 Q1	$30K	Buy	+600	New	+$29.3K	﹤0.01%	1436
2021 Q1	$1K	Sell	18 -11	-38%	-$518	﹤0.01%	711
2020 Q4	$1K	Buy	+29	New	+$1.32K	﹤0.01%	656

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

Money Concepts Capital's XYLD Position: Q2 2026 in Review

Money Concepts Capital reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 21% in Q2 2026, selling an estimated $92.3K and leaving 8,464 shares worth $345K. The position accounts for 0.02% of the portfolio, ranked #482.

Money Concepts Capital first reported a position in XYLD in Q4 2020 and has held it in 9 quarters since. The position peaked at $421K in Q1 2026. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Money Concepts Capital held 8,464 shares of Global X S&P 500 Covered Call ETF worth $345K as of Q2 2026.
Money Concepts Capital sold 2,290 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $92.3K.
Global X S&P 500 Covered Call ETF made up 0.02% of Money Concepts Capital's portfolio in Q2 2026, its #482 holding.
Money Concepts Capital first reported a position in Global X S&P 500 Covered Call ETF in Q4 2020 and has held it in 9 quarters since.
Money Concepts Capital's Global X S&P 500 Covered Call ETF position peaked at $421K in Q1 2026.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Money Concepts Capital's 13F filing for Q2 2026, filed 4 Aug 2026.