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

NewEdge 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	$3.24M	Buy	79,486 +119	+0.1%	+$4.8K	0.01%	967
2026 Q1	$3.11M	Buy	79,367 +2,749	+4%	+$111K	0.01%	888
2025 Q4	$3.11M	Buy	76,618 +3,870	+5%	+$155K	0.01%	854
2025 Q3	$2.86M	Buy	72,748 +6,724	+10%	+$262K	0.01%	840
2025 Q2	$2.57M	Buy	66,024 +11,279	+21%	+$432K	0.01%	813
2025 Q1	$2.16M	Buy	54,745 +6,509	+13%	+$270K	0.01%	829
2024 Q4	$2.02M	Buy	48,236 +10,326	+27%	+$433K	0.01%	824
2024 Q3	$1.57M	Buy	37,910 +1,508	+4%	+$61.4K	0.01%	900
2024 Q2	$1.47M	Buy	36,402 +6,658	+22%	+$268K	0.01%	895
2024 Q1	$1.21M	Buy	29,744 +5,014	+20%	+$201K	0.01%	899
2023 Q4	$982K	Buy	24,730 +9,104	+58%	+$355K	0.01%	943
2023 Q3	$608K	Buy	15,626 +2,220	+17%	+$90K	0.01%	1083
2023 Q2	$550K	Buy	13,406 +8,966	+202%	+$365K	0.01%	1138
2023 Q1	$180K	Sell	4,440 -3,469	-44%	-$140K	﹤0.01%	1573
2022 Q4	$138K	Buy	+7,909	New	+$315K	﹤0.01%	1317

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

NewEdge Advisors's XYLD Position: Q2 2026 in Review

NewEdge Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.15% in Q2 2026, buying an estimated $4.8K and bringing the position to 79,486 shares worth $3.24M. The position accounts for 0.01% of the portfolio, ranked #967.

NewEdge Advisors first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

NewEdge Advisors held 79,486 shares of Global X S&P 500 Covered Call ETF worth $3.24M as of Q2 2026.
NewEdge Advisors bought 119 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $4.8K.
Global X S&P 500 Covered Call ETF made up 0.01% of NewEdge Advisors's portfolio in Q2 2026, its #967 holding.
NewEdge Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on NewEdge Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.