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Newbridge Financial Services Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Newbridge Financial Services Group’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 		$5.32M Sell
130,376
-1,825
-1% -$73.6K 0.66% 44
2026
Q1 		$5.17M Sell
132,201
-1,999
-1% -$80.8K 0.85% 32
2025
Q4 		$5.45M Sell
134,200
-13,191
-9% -$528K 0.85% 29
2025
Q3 		$5.79M Sell
147,391
-27,379
-16% -$1.07M 0.86% 26
2025
Q2 		$6.81M Sell
174,770
-46,857
-21% -$1.8M 1.1% 25
2025
Q1 		$8.75M Buy
221,627
+65,759
+42% +$2.73M 2.12% 9
2024
Q4 		$6.53M Buy
155,868
+17,049
+12% +$715K 1.68% 12
2024
Q3 		$5.76M Buy
138,819
+32,448
+31% +$1.32M 2.02% 10
2024
Q2 		$4.3M Buy
106,371
+48,918
+85% +$1.97M 1.6% 11
2024
Q1 		$2.34M Buy
57,453
+28,512
+99% +$1.14M 1.02% 16
2023
Q4 		$1.14M Buy
28,941
+5,800
+25% +$226K 0.56% 31
2023
Q3 		$900K Buy
23,141
+13,044
+129% +$529K 0.45% 38
2023
Q2 		$415K Buy
10,097
+4,688
+87% +$191K 0.2% 102
2023
Q1 		$219K Buy
5,409
+1,705
+46% +$68.7K 0.12% 175
2022
Q4 		$146K Buy
3,704
+2,155
+139% +$85.7K 0.08% 233
2022
Q3 		$59K Buy
1,549
+1,271
+457% +$53.8K 0.03% 414
2022
Q2 		$12K Hold
278
– – 0.01% 825
2022
Q1 		$14K Buy
+278
New +$13.6K 0.01% 846

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

Newbridge Financial Services Group's XYLD Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.4% in Q2 2026, selling an estimated $73.6K and leaving 130,376 shares worth $5.32M. The position accounts for 0.66% of the portfolio, ranked #44.

Newbridge Financial Services Group first reported a position in XYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $8.75M in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Newbridge Financial Services Group held 130,376 shares of Global X S&P 500 Covered Call ETF worth $5.32M as of Q2 2026.
  • Newbridge Financial Services Group sold 1,825 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $73.6K.
  • Global X S&P 500 Covered Call ETF made up 0.66% of Newbridge Financial Services Group's portfolio in Q2 2026, its #44 holding.
  • Newbridge Financial Services Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's Global X S&P 500 Covered Call ETF position peaked at $8.75M in Q1 2025.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.