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

Regal Investment 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
Q1 		– Sell
-39,081
Closed -$1.59M – 680
2025
Q4 		$1.59M Buy
39,081
+3,167
+9% +$127K 0.09% 222
2025
Q3 		$1.41M Buy
35,914
+5,341
+17% +$208K 0.09% 214
2025
Q2 		$1.19M Buy
30,573
+1,999
+7% +$76.6K 0.09% 210
2025
Q1 		$1.13M Sell
28,574
-4,542
-14% -$189K 0.09% 205
2024
Q4 		$1.39M Buy
33,116
+4,304
+15% +$181K 0.1% 198
2024
Q3 		$1.2M Sell
28,812
-857
-3% -$34.9K 0.08% 228
2024
Q2 		$1.2M Buy
29,669
+108
+0.4% +$4.35K 0.08% 234
2024
Q1 		$1.21M Buy
29,561
+923
+3% +$37K 0.08% 226
2023
Q4 		$1.13M Buy
28,638
+222
+0.8% +$8.65K 0.09% 211
2023
Q3 		$1.11M Sell
28,416
-1,376
-5% -$55.8K 0.09% 200
2023
Q2 		$1.22M Buy
29,792
+1,646
+6% +$67K 0.1% 190
2023
Q1 		$1.14M Buy
28,146
+4,498
+19% +$181K 0.1% 188
2022
Q4 		$931K Sell
23,648
-478
-2% -$19K 0.09% 196
2022
Q3 		$919K Buy
24,126
+571
+2% +$24.2K 0.1% 187
2022
Q2 		$1M Sell
23,555
-154
-0.6% -$7.04K 0.1% 183
2022
Q1 		$1.17M Buy
+23,709
New +$1.16M 0.11% 191

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Regal Investment Advisors's XYLD Position: Q1 2026 in Review

Regal Investment Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 39,081 shares — an estimated $1.59M sold.

Regal Investment Advisors first reported a position in XYLD in Q1 2022 and held it in 16 quarters. The position peaked at $1.59M in Q4 2025. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Regal Investment Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Regal Investment Advisors sold 39,081 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $1.59M.
  • Regal Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and held it in 16 quarters.
  • Regal Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $1.59M in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.