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

Principal Securities’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	$18.5M	Buy	453,929 +6,166	+1%	+$249K	0.22%	80
2026 Q1	$17.5M	Buy	447,763 +15,084	+3%	+$610K	0.26%	70
2025 Q4	$17.6M	Buy	432,679 +4,636	+1%	+$186K	0.27%	68
2025 Q3	$16.8M	Buy	428,043 +10,183	+2%	+$397K	0.28%	67
2025 Q2	$16.3M	Buy	417,860 +2,270	+0.5%	+$87K	0.31%	60
2025 Q1	$17.4M	Buy	415,590 +2,399	+0.6%	+$99.6K	0.39%	53
2024 Q4	$17.3M	Buy	413,191 +4,690	+1%	+$197K	0.39%	53
2024 Q3	$17M	Buy	408,501 +11,755	+3%	+$479K	0.41%	46
2024 Q2	$16M	Buy	396,746 +14,757	+4%	+$595K	0.44%	44
2024 Q1	$15.6M	Buy	381,989 +17,456	+5%	+$699K	0.49%	36
2023 Q4	$14.4M	Buy	+364,533	New	+$14.2M	0.54%	35

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

Principal Securities's XYLD Position: Q2 2026 in Review

Principal Securities increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.4% in Q2 2026, buying an estimated $249K and bringing the position to 453,929 shares worth $18.5M. The position accounts for 0.22% of the portfolio, ranked #80.

Principal Securities first reported a position in XYLD in Q4 2023 and has held it in 11 quarters since. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Principal Securities held 453,929 shares of Global X S&P 500 Covered Call ETF worth $18.5M as of Q2 2026.
Principal Securities bought 6,166 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $249K.
Global X S&P 500 Covered Call ETF made up 0.22% of Principal Securities's portfolio in Q2 2026, its #80 holding.
Principal Securities first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.