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MPWM Advisory Solutions’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

MPWM Advisory Solutions’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 		– Sell
-125
Closed -$4.89K – 606
2026
Q1 		$4.89K Hold
125
– – ﹤0.01% 401
2025
Q4 		$5.08K Hold
125
– – ﹤0.01% 377
2025
Q3 		$4.91K Sell
125
-125
-50% -$4.88K ﹤0.01% 345
2025
Q2 		$9.73K Hold
250
– – 0.01% 304
2025
Q1 		$9.87K Hold
250
– – 0.01% 307
2024
Q4 		$10.5K Buy
+250
New +$10.5K 0.01% 310

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

MPWM Advisory Solutions's XYLD Position: Q2 2026 in Review

MPWM Advisory Solutions sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026, closing a stake of 125 shares — an estimated $4.89K sold.

MPWM Advisory Solutions first reported a position in XYLD in Q4 2024 and held it in 6 quarters. The position peaked at $10.5K in Q4 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • MPWM Advisory Solutions reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • MPWM Advisory Solutions sold 125 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $4.89K.
  • MPWM Advisory Solutions first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 6 quarters.
  • MPWM Advisory Solutions's Global X S&P 500 Covered Call ETF position peaked at $10.5K in Q4 2024.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on MPWM Advisory Solutions's 13F filing for Q2 2026, filed 13 Aug 2026.