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

&Partners’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	$1.65M	Buy	40,500 +13,090	+48%	+$528K	0.01%	1133
2026 Q1	$1.07M	Buy	27,410 +1,039	+4%	+$42K	0.01%	1259
2025 Q4	$1.07M	Buy	26,371 +2,327	+10%	+$93.1K	0.01%	1181
2025 Q3	$944K	Sell	24,044 -40,672	-63%	-$1.59M	0.01%	1117
2025 Q2	$2.52M	Buy	64,716 +21,066	+48%	+$808K	0.02%	579
2025 Q1	$1.71M	Buy	+43,650	New	+$1.81M	0.02%	603
2024 Q1	–	Sell	-7,016	Closed	-$277K	–	511
2023 Q4	$277K	Buy	+7,016	New	+$273K	0.07%	222

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

&Partners's XYLD Position: Q2 2026 in Review

&Partners increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 48% in Q2 2026, buying an estimated $528K and bringing the position to 40,500 shares worth $1.65M. The position accounts for 0.01% of the portfolio, ranked #1133.

&Partners first reported a position in XYLD in Q4 2023 and has held it in 7 quarters since. The position peaked at $2.52M in Q2 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

&Partners held 40,500 shares of Global X S&P 500 Covered Call ETF worth $1.65M as of Q2 2026.
&Partners bought 13,090 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $528K.
Global X S&P 500 Covered Call ETF made up 0.01% of &Partners's portfolio in Q2 2026, its #1133 holding.
&Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 7 quarters since.
&Partners's Global X S&P 500 Covered Call ETF position peaked at $2.52M in Q2 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.