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

Quartz 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	$203K	Sell	4,974 -285	-5%	-$11.5K	0.07%	187
2026 Q1	$206K	Sell	5,259 -301	-5%	-$12.2K	0.08%	163
2025 Q4	$226K	Hold	5,560	–	–	0.08%	153
2025 Q3	$218K	Hold	5,560	–	–	0.08%	167
2025 Q2	$217K	Hold	5,560	–	–	0.1%	163
2025 Q1	$220K	Buy	5,560 +200	+4%	+$8.3K	0.13%	133
2024 Q4	$225K	Hold	5,360	–	–	0.14%	139
2024 Q3	$222K	Buy	+5,360	New	+$218K	0.14%	141

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

Quartz Partners's XYLD Position: Q2 2026 in Review

Quartz Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 5.4% in Q2 2026, selling an estimated $11.5K and leaving 4,974 shares worth $203K. The position accounts for 0.07% of the portfolio, ranked #187.

Quartz Partners first reported a position in XYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $226K in Q4 2025. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Quartz Partners held 4,974 shares of Global X S&P 500 Covered Call ETF worth $203K as of Q2 2026.
Quartz Partners sold 285 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $11.5K.
Global X S&P 500 Covered Call ETF made up 0.07% of Quartz Partners's portfolio in Q2 2026, its #187 holding.
Quartz Partners first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
Quartz Partners's Global X S&P 500 Covered Call ETF position peaked at $226K in Q4 2025.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Quartz Partners's 13F filing for Q2 2026, filed 10 Aug 2026.