Salomon & Ludwin’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Salomon & Ludwin’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	$349K	Hold	8,871	–	–	0.03%	134
2025 Q4	$362K	Hold	8,871	–	–	0.03%	137
2025 Q3	$349K	Sell	8,871 -350	-4%	-$13.7K	0.03%	135
2025 Q2	$359K	Hold	9,221	–	–	0.04%	126
2025 Q1	$364K	Hold	9,221	–	–	0.04%	116
2024 Q4	$386K	Hold	9,221	–	–	0.04%	109
2024 Q3	$383K	Sell	9,221 -30	-0.3%	-$1.22K	0.04%	116
2024 Q2	$374K	Sell	9,251 -27	-0.3%	-$1.09K	0.04%	116
2024 Q1	$378K	Hold	9,278	–	–	0.03%	141
2023 Q4	$361K	Hold	9,278	–	–	0.04%	132
2023 Q3	$361K	Hold	9,278	–	–	0.04%	132
2023 Q2	$381K	Hold	9,278	–	–	0.04%	131
2023 Q1	$376K	Hold	9,278	–	–	0.04%	126
2022 Q4	$365K	Hold	9,278	–	–	0.05%	128
2022 Q3	$354K	Sell	9,278 -1,000	-10%	-$42.3K	0.05%	113
2022 Q2	$439K	Buy	+10,278	New	+$470K	0.07%	83

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Salomon & Ludwin's XYLD Position: Q1 2026 in Review

Salomon & Ludwin held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q1 2026 at 8,871 shares worth $349K. The position accounts for 0.03% of the portfolio, ranked #134.

Salomon & Ludwin first reported a position in XYLD in Q2 2022 and has held it in 16 quarters since. The position peaked at $439K in Q2 2022. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Salomon & Ludwin held 8,871 shares of Global X S&P 500 Covered Call ETF worth $349K as of Q1 2026.
Salomon & Ludwin left its Global X S&P 500 Covered Call ETF share count unchanged in Q1 2026.
Global X S&P 500 Covered Call ETF made up 0.03% of Salomon & Ludwin's portfolio in Q1 2026, its #134 holding.
Salomon & Ludwin first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 16 quarters since.
Salomon & Ludwin's Global X S&P 500 Covered Call ETF position peaked at $439K in Q2 2022.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Salomon & Ludwin's 13F filing for Q1 2026, filed 11 May 2026.