San Luis Wealth Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

San Luis Wealth 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 Q2	–	Sell	-52,728	Closed	-$2.06M	–	200
2026 Q1	$2.06M	Buy	52,728 +2,841	+6%	+$115K	0.34%	52
2025 Q4	$2.03M	Sell	49,887 -24,394	-33%	-$976K	0.34%	54
2025 Q3	$2.92M	Buy	74,281 +7,902	+12%	+$308K	0.53%	47
2025 Q2	$2.58M	Buy	66,379 +2,622	+4%	+$101K	0.56%	45
2025 Q1	$2.52M	Buy	63,757 +46,265	+264%	+$1.92M	0.57%	43
2024 Q4	$733K	Buy	17,492 +1,695	+11%	+$71.1K	0.14%	80
2024 Q3	$656K	Buy	15,797 +8,876	+128%	+$362K	0.14%	85
2024 Q2	$280K	Buy	+6,921	New	+$279K	0.07%	104
2023 Q2	–	Sell	-5,350	Closed	-$217K	–	193
2023 Q1	$217K	Sell	5,350 -2,400	-31%	-$96.7K	0.08%	152
2022 Q4	$305K	Sell	7,750 -7,461	-49%	-$297K	0.28%	60
2022 Q3	$580K	Buy	15,211 +8,560	+129%	+$362K	0.61%	44
2022 Q2	$284K	Sell	6,651 -546	-8%	-$25K	0.33%	50
2022 Q1	$364K	Hold	7,197	–	–	0.18%	100
2021 Q4	$364K	Buy	+7,197	New	+$361K	0.37%	56

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

San Luis Wealth Advisors's XYLD Position: Q2 2026 in Review

San Luis Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026, closing a stake of 52,728 shares — an estimated $2.06M sold.

San Luis Wealth Advisors first reported a position in XYLD in Q4 2021 and held it in 14 quarters. The position peaked at $2.92M in Q3 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

San Luis Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
San Luis Wealth Advisors sold 52,728 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $2.06M.
San Luis Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 14 quarters.
San Luis Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $2.92M in Q3 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.