Mutual Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Mutual Advisors’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	$398K	Buy	9,749 +567	+6%	+$22.9K	0.01%	1061
2026 Q1	$359K	Buy	9,182 +929	+11%	+$37.5K	0.01%	1044
2025 Q4	$335K	Sell	8,253 -96	-1%	-$3.84K	0.01%	1036
2025 Q3	$331K	Sell	8,349 -404	-5%	-$15.8K	0.01%	1025
2025 Q2	$341K	Buy	8,753 +161	+2%	+$6.17K	0.01%	938
2025 Q1	$329K	Buy	8,592 +2,327	+37%	+$96.6K	0.01%	879
2024 Q4	$266K	Buy	+6,265	New	+$263K	0.01%	926
2022 Q4	–	Sell	-12,189	Closed	-$465K	–	985
2022 Q3	$465K	Buy	12,189 +2,335	+24%	+$98.9K	0.02%	578
2022 Q2	$421K	Buy	+9,854	New	+$451K	0.03%	588

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

Mutual Advisors's XYLD Position: Q2 2026 in Review

Mutual Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 6.2% in Q2 2026, buying an estimated $22.9K and bringing the position to 9,749 shares worth $398K. The position accounts for 0.01% of the portfolio, ranked #1061.

Mutual Advisors first reported a position in XYLD in Q2 2022 and has held it in 9 quarters since. The position peaked at $465K in Q3 2022. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Mutual Advisors held 9,749 shares of Global X S&P 500 Covered Call ETF worth $398K as of Q2 2026.
Mutual Advisors bought 567 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $22.9K.
Global X S&P 500 Covered Call ETF made up 0.01% of Mutual Advisors's portfolio in Q2 2026, its #1061 holding.
Mutual Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 9 quarters since.
Mutual Advisors's Global X S&P 500 Covered Call ETF position peaked at $465K in Q3 2022.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.