Sandbox Financial Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Sandbox Financial Partners’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	–	Sell	-4,987	Closed	-$203K	–	128
2025 Q4	$203K	Sell	4,987 -718	-13%	-$28.7K	0.06%	119
2025 Q3	$224K	Sell	5,705 -180	-3%	-$7.03K	0.06%	112
2025 Q2	$229K	Sell	5,885 -1,831	-24%	-$70.2K	0.07%	107
2025 Q1	$305K	Buy	7,716 +186	+2%	+$7.72K	0.11%	89
2024 Q4	$315K	Sell	7,530 -108	-1%	-$4.53K	0.11%	85
2024 Q3	$317K	Buy	7,638 +19	+0.2%	+$774	0.11%	79
2024 Q2	$308K	Buy	7,619 +612	+9%	+$24.7K	0.12%	78
2024 Q1	$286K	Buy	+7,007	New	+$281K	0.12%	79

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sandbox Financial Partners's XYLD Position: Q1 2026 in Review

Sandbox Financial Partners sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 4,987 shares — an estimated $203K sold.

Sandbox Financial Partners first reported a position in XYLD in Q1 2024 and held it in 8 quarters. The position peaked at $317K in Q3 2024. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Sandbox Financial Partners reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Sandbox Financial Partners sold 4,987 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $203K.
Sandbox Financial Partners first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and held it in 8 quarters.
Sandbox Financial Partners's Global X S&P 500 Covered Call ETF position peaked at $317K in Q3 2024.
272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Sandbox Financial Partners's 13F filing for Q1 2026, filed 8 Apr 2026.