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

Patten & Patten’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 		$258K Buy
6,330
+143
+2% +$5.76K 0.01% 316
2026
Q1 		$242K Buy
6,187
+139
+2% +$5.62K 0.01% 315
2025
Q4 		$246K Buy
6,048
+13
+0.2% +$520 0.01% 311
2025
Q3 		$237K Sell
6,035
-395
-6% -$15.4K 0.01% 315
2025
Q2 		$250K Buy
+6,430
New +$247K 0.02% 286

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

Patten & Patten's XYLD Position: Q2 2026 in Review

Patten & Patten increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.3% in Q2 2026, buying an estimated $5.76K and bringing the position to 6,330 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #316.

Patten & Patten first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Patten & Patten held 6,330 shares of Global X S&P 500 Covered Call ETF worth $258K as of Q2 2026.
  • Patten & Patten bought 143 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $5.76K.
  • Global X S&P 500 Covered Call ETF made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #316 holding.
  • Patten & Patten first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.