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

Perennial Investment 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	$534K	Buy	13,087 +178	+1%	+$7.17K	0.04%	318
2026 Q1	$505K	Sell	12,909 -2,188	-14%	-$88.4K	0.04%	297
2025 Q4	$613K	Sell	15,097 -196	-1%	-$7.84K	0.05%	257
2025 Q3	$600K	Sell	15,293 -1,114	-7%	-$43.5K	0.05%	252
2025 Q2	$639K	Sell	16,407 -4,671	-22%	-$179K	0.06%	231
2025 Q1	$832K	Buy	21,078 +313	+2%	+$13K	0.09%	184
2024 Q4	$870K	Sell	20,765 -7,232	-26%	-$303K	0.1%	164
2024 Q3	$1.16M	Buy	27,997 +1,322	+5%	+$53.9K	0.15%	114
2024 Q2	$1.08M	Sell	26,675 -220	-0.8%	-$8.87K	0.15%	112
2024 Q1	$1.1M	Buy	26,895 +7,133	+36%	+$286K	0.17%	100
2023 Q4	$779K	Buy	19,762 +4,273	+28%	+$167K	0.13%	133
2023 Q3	$602K	Sell	15,489 -791	-5%	-$32.1K	0.11%	155
2023 Q2	$668K	Buy	16,280 +9,255	+132%	+$377K	0.12%	143
2023 Q1	$285K	Buy	+7,025	New	+$283K	0.05%	247

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

Perennial Investment Advisors's XYLD Position: Q2 2026 in Review

Perennial Investment Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.4% in Q2 2026, buying an estimated $7.17K and bringing the position to 13,087 shares worth $534K. The position accounts for 0.04% of the portfolio, ranked #318.

Perennial Investment Advisors first reported a position in XYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.16M in Q3 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Perennial Investment Advisors held 13,087 shares of Global X S&P 500 Covered Call ETF worth $534K as of Q2 2026.
Perennial Investment Advisors bought 178 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $7.17K.
Global X S&P 500 Covered Call ETF made up 0.04% of Perennial Investment Advisors's portfolio in Q2 2026, its #318 holding.
Perennial Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
Perennial Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $1.16M in Q3 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

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