Sigma Planning Corp’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Sigma Planning Corp’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	$330K	Sell	8,086 -75	-0.9%	-$3.02K	0.01%	1096
2026 Q1	$319K	Sell	8,161 -65	-0.8%	-$2.63K	0.01%	1031
2025 Q4	$334K	Buy	8,226 +518	+7%	+$20.7K	0.01%	970
2025 Q3	$303K	Buy	7,708 +28	+0.4%	+$1.09K	0.01%	1032
2025 Q2	$299K	Sell	7,680 -2,415	-24%	-$92.6K	0.01%	993
2025 Q1	$399K	Buy	10,095 +197	+2%	+$8.18K	0.01%	818
2024 Q4	$415K	Sell	9,898 -46,008	-82%	-$1.93M	0.01%	813
2024 Q3	$2.32M	Sell	55,906 -9,783	-15%	-$399K	0.07%	259
2024 Q2	$2.66M	Buy	65,689 +1,101	+2%	+$44.4K	0.08%	227
2024 Q1	$2.63M	Buy	64,588 +53,518	+483%	+$2.14M	0.08%	240
2023 Q4	$437K	Sell	11,070 -2,086	-16%	-$81.3K	0.03%	496
2023 Q3	$512K	Sell	13,156 -1,673	-11%	-$67.8K	0.02%	708
2023 Q2	$609K	Sell	14,829 -1,986	-12%	-$80.8K	0.02%	651
2023 Q1	$681K	Buy	16,815 +5,964	+55%	+$240K	0.02%	679
2022 Q4	$427K	Buy	10,851 +1,654	+18%	+$65.8K	0.02%	829
2022 Q3	$351K	Buy	9,197 +895	+11%	+$37.9K	0.01%	887
2022 Q2	$354K	Buy	+8,302	New	+$380K	0.01%	908

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

Sigma Planning Corp's XYLD Position: Q2 2026 in Review

Sigma Planning Corp reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.92% in Q2 2026, selling an estimated $3.02K and leaving 8,086 shares worth $330K. The position accounts for 0.01% of the portfolio, ranked #1096.

Sigma Planning Corp first reported a position in XYLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.66M in Q2 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Sigma Planning Corp held 8,086 shares of Global X S&P 500 Covered Call ETF worth $330K as of Q2 2026.
Sigma Planning Corp sold 75 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $3.02K.
Global X S&P 500 Covered Call ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #1096 holding.
Sigma Planning Corp first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 17 quarters since.
Sigma Planning Corp's Global X S&P 500 Covered Call ETF position peaked at $2.66M in Q2 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.