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

Proficio Capital 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	$27.1M	Buy	663,735 +623,900	+1,566%	+$25.1M	0.97%	25
2026 Q1	$1.56M	Buy	39,835 +50	+0.1%	+$2.02K	0.08%	113
2025 Q4	$1.62M	Sell	39,785 -11,995	-23%	-$480K	0.11%	94
2025 Q3	$2.03M	Sell	51,780 -408,037	-89%	-$15.9M	0.14%	72
2025 Q2	$17.9M	Buy	459,817 +136,177	+42%	+$5.22M	1.11%	18
2025 Q1	$13.1M	Sell	323,640 -91,195	-22%	-$3.78M	1.02%	21
2024 Q4	$17.4M	Buy	414,835 +246,170	+146%	+$10.3M	1.41%	18
2024 Q3	$7M	Buy	168,665 +156,805	+1,322%	+$6.39M	0.7%	29
2024 Q2	$480K	Hold	11,860	–	–	0.05%	170
2024 Q1	$484K	Buy	+11,860	New	+$475K	0.05%	169

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

Proficio Capital Partners's XYLD Position: Q2 2026 in Review

Proficio Capital Partners increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 1,566% in Q2 2026, buying an estimated $25.1M and bringing the position to 663,735 shares worth $27.1M. The position accounts for 0.97% of the portfolio, ranked #25.

Proficio Capital Partners first reported a position in XYLD in Q1 2024 and has held it in 10 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Proficio Capital Partners held 663,735 shares of Global X S&P 500 Covered Call ETF worth $27.1M as of Q2 2026.
Proficio Capital Partners bought 623,900 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $25.1M.
Global X S&P 500 Covered Call ETF made up 0.97% of Proficio Capital Partners's portfolio in Q2 2026, its #25 holding.
Proficio Capital Partners first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Proficio Capital Partners's 13F filing for Q2 2026, filed 17 Aug 2026.