Simplex Trading
XYLD icon

Simplex Trading’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Simplex Trading’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
-257
Closed -$10.4K – 10348
2025
Q4 		$10.4K Sell
257
-159
-38% -$6.36K ﹤0.01% 6957
2025
Q3 		$16K Sell
416
-20
-5% -$781 ﹤0.01% 7560
2025
Q2 		$16K Buy
436
+374
+603% +$14.3K ﹤0.01% 6981
2025
Q1 		$2K Sell
62
-1,291
-95% -$53.6K ﹤0.01% 8107
2024
Q4 		$56K Buy
+1,353
New +$56.8K ﹤0.01% 5767
2024
Q3 		– Sell
-439
Closed -$17K – 9739
2024
Q2 		$17K Buy
+439
New +$17.7K ﹤0.01% 7055
2024
Q1 		– Sell
-3,534
Closed -$142K – 10072
2023
Q4 		$139K Buy
+3,534
New +$138K ﹤0.01% 5051
2022
Q4 		– Sell
-5,455
Closed -$217K – 10626
2022
Q3 		$207K Sell
5,455
-1,772
-25% -$75K ﹤0.01% 4566
2022
Q2 		$308K Buy
+7,227
New +$331K ﹤0.01% 4070
2022
Q1 		– Sell
-364
Closed -$17.8K – 11548
2021
Q4 		$18K Buy
+364
New +$18.3K ﹤0.01% 8504

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Simplex Trading's XYLD Position: Q1 2026 in Review

Simplex Trading sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 257 shares — an estimated $10.4K sold.

Simplex Trading first reported a position in XYLD in Q4 2021 and held it in 10 quarters. The position peaked at $308K in Q2 2022. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Simplex Trading reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Simplex Trading sold 257 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $10.4K.
  • Simplex Trading first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and held it in 10 quarters.
  • Simplex Trading's Global X S&P 500 Covered Call ETF position peaked at $308K in Q2 2022.
  • 272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Simplex Trading's 13F filing for Q1 2026, filed 14 May 2026.