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

MOR 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 		$522K Sell
12,795
-250
-2% -$10.1K 0.21% 77
2026
Q1 		$510K Sell
13,045
-300
-2% -$12.1K 0.23% 53
2025
Q4 		$542K Buy
+13,345
New +$534K 0.25% 54

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

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

MOR Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.9% in Q2 2026, selling an estimated $10.1K and leaving 12,795 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #77.

MOR Wealth Management first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $542K in Q4 2025. 273 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • MOR Wealth Management held 12,795 shares of Global X S&P 500 Covered Call ETF worth $522K as of Q2 2026.
  • MOR Wealth Management sold 250 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $10.1K.
  • Global X S&P 500 Covered Call ETF made up 0.21% of MOR Wealth Management's portfolio in Q2 2026, its #77 holding.
  • MOR Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • MOR Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $542K in Q4 2025.
  • 273 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on MOR Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.