Private Client Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Private Client Services’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 Q1	–	Sell	-5,073	Closed	-$206K	–	231
2025 Q4	$206K	Sell	5,073 -1,105	-18%	-$44.2K	0.06%	189
2025 Q3	$243K	Buy	6,178 +126	+2%	+$4.92K	0.08%	171
2025 Q2	$236K	Buy	6,052 +174	+3%	+$6.67K	0.09%	180
2025 Q1	$232K	Buy	5,878 +366	+7%	+$15.2K	0.11%	165
2024 Q4	$231K	Buy	5,512 +35	+0.6%	+$1.47K	0.12%	164
2024 Q3	$227K	Buy	5,477 +433	+9%	+$17.6K	0.12%	154
2024 Q2	$204K	Buy	+5,044	New	+$203K	0.13%	135

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Private Client Services's XYLD Position: Q1 2026 in Review

Private Client Services sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 5,073 shares — an estimated $206K sold.

Private Client Services first reported a position in XYLD in Q2 2024 and held it in 7 quarters. The position peaked at $243K in Q3 2025. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Private Client Services reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Private Client Services sold 5,073 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $206K.
Private Client Services first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 7 quarters.
Private Client Services's Global X S&P 500 Covered Call ETF position peaked at $243K in Q3 2025.
272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Private Client Services's 13F filing for Q1 2026, filed 6 Apr 2026.