Royal Fund Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Royal Fund Management’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	$517K	Buy	12,673 +1,996	+19%	+$80.5K	0.04%	218
2026 Q1	$418K	Buy	10,677 +1,242	+13%	+$50.2K	0.04%	221
2025 Q4	$383K	Buy	9,435 +3,828	+68%	+$153K	0.03%	231
2025 Q3	$220K	Buy	+5,607	New	+$219K	0.03%	224
2024 Q4	–	Sell	-7,932	Closed	-$329K	–	368
2024 Q3	$329K	Buy	+7,932	New	+$323K	0.02%	276

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

Royal Fund Management's XYLD Position: Q2 2026 in Review

Royal Fund Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 19% in Q2 2026, buying an estimated $80.5K and bringing the position to 12,673 shares worth $517K. The position accounts for 0.04% of the portfolio, ranked #218.

Royal Fund Management first reported a position in XYLD in Q3 2024 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Royal Fund Management held 12,673 shares of Global X S&P 500 Covered Call ETF worth $517K as of Q2 2026.
Royal Fund Management bought 1,996 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $80.5K.
Global X S&P 500 Covered Call ETF made up 0.04% of Royal Fund Management's portfolio in Q2 2026, its #218 holding.
Royal Fund Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Royal Fund Management's 13F filing for Q2 2026, filed 20 Jul 2026.