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

Prosperity Capital 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	$216K	Sell	5,301 -1,119	-17%	-$45.1K	0.01%	401
2026 Q1	$251K	Sell	6,420 -232	-3%	-$9.38K	0.01%	358
2025 Q4	$270K	Sell	6,652 -36	-0.5%	-$1.44K	0.02%	333
2025 Q3	$263K	Buy	6,688 +19	+0.3%	+$742	0.02%	365
2025 Q2	$260K	Buy	6,669 +257	+4%	+$9.85K	0.02%	345
2025 Q1	$253K	Buy	6,412 +316	+5%	+$13.1K	0.02%	322
2024 Q4	$255K	Buy	6,096 +1,255	+26%	+$52.6K	0.02%	310
2024 Q3	$201K	Buy	+4,841	New	+$197K	0.02%	330

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

Prosperity Capital Advisors's XYLD Position: Q2 2026 in Review

Prosperity Capital Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 17% in Q2 2026, selling an estimated $45.1K and leaving 5,301 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #401.

Prosperity Capital Advisors first reported a position in XYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $270K in Q4 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Prosperity Capital Advisors held 5,301 shares of Global X S&P 500 Covered Call ETF worth $216K as of Q2 2026.
Prosperity Capital Advisors sold 1,119 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $45.1K.
Global X S&P 500 Covered Call ETF made up 0.01% of Prosperity Capital Advisors's portfolio in Q2 2026, its #401 holding.
Prosperity Capital Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
Prosperity Capital Advisors's Global X S&P 500 Covered Call ETF position peaked at $270K in Q4 2025.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.