Roble Belko & Company’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Roble Belko & Company’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	$3K	Hold	75	–	–	﹤0.01%	382
2026 Q1	$3K	Hold	75	–	–	﹤0.01%	379
2025 Q4	$3K	Buy	+75	New	+$3K	﹤0.01%	375

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

Roble Belko & Company's XYLD Position: Q2 2026 in Review

Roble Belko & Company held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 75 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #382.

Roble Belko & Company first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Roble Belko & Company held 75 shares of Global X S&P 500 Covered Call ETF worth $3K as of Q2 2026.
Roble Belko & Company left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Roble Belko & Company's portfolio in Q2 2026, its #382 holding.
Roble Belko & Company first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.