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

RiverFront Investment Group’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	$4.29M	Buy	105,289 +6,300	+6%	+$254K	0.06%	119
2026 Q1	$3.87M	Buy	98,989 +28,265	+40%	+$1.14M	0.06%	107
2025 Q4	$2.87M	Sell	70,724 -60,890	-46%	-$2.44M	0.05%	106
2025 Q3	$5.17M	Sell	131,614 -358	-0.3%	-$14K	0.09%	82
2025 Q2	$5.14M	Buy	131,972 +4,155	+3%	+$159K	0.1%	73
2025 Q1	$5.05M	Sell	127,817 -5,291	-4%	-$220K	0.11%	73
2024 Q4	$5.58M	Buy	133,108 +9,024	+7%	+$379K	0.13%	73
2024 Q3	$5.15M	Buy	124,084 +3,040	+3%	+$124K	0.12%	71
2024 Q2	$4.89M	Buy	121,044 +20,930	+21%	+$843K	0.13%	67
2024 Q1	$4.08M	Sell	100,114 -1,773	-2%	-$71K	0.12%	66
2023 Q4	$4.02M	Buy	101,887 +59,784	+142%	+$2.33M	0.13%	67
2023 Q3	$1.64M	Buy	42,103 +26,996	+179%	+$1.09M	0.06%	77
2023 Q2	$620K	Sell	15,107 -6,380	-30%	-$260K	0.02%	90
2023 Q1	$870K	Sell	21,487 -36,111	-63%	-$1.46M	0.03%	80
2022 Q4	$2.27M	Buy	+57,598	New	+$2.29M	0.51%	44

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

RiverFront Investment Group's XYLD Position: Q2 2026 in Review

RiverFront Investment Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 6.4% in Q2 2026, buying an estimated $254K and bringing the position to 105,289 shares worth $4.29M. The position accounts for 0.06% of the portfolio, ranked #119.

RiverFront Investment Group first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $5.58M in Q4 2024. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

RiverFront Investment Group held 105,289 shares of Global X S&P 500 Covered Call ETF worth $4.29M as of Q2 2026.
RiverFront Investment Group bought 6,300 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $254K.
Global X S&P 500 Covered Call ETF made up 0.06% of RiverFront Investment Group's portfolio in Q2 2026, its #119 holding.
RiverFront Investment Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
RiverFront Investment Group's Global X S&P 500 Covered Call ETF position peaked at $5.58M in Q4 2024.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on RiverFront Investment Group's 13F filing for Q2 2026, filed 29 Jul 2026.