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
2024 Q2	–	Sell	-300	Closed	-$7K	–	9993
2024 Q1	$7K	Buy	+300	New	+$12K	﹤0.01%	7874
2022 Q2	–	Sell	-100	Closed	-$2K	–	11274
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	9964
2021 Q4	$3K	Buy	+100	New	+$5.02K	﹤0.01%	9891
2020 Q4	–	Sell	-1	Closed	-$3K	–	9199
2020 Q3	$3K	Buy	+1	New	+$44	﹤0.01%	7334
2019 Q2	–	Sell	-10	Closed	-$34K	–	7908
2019 Q1	$34K	Buy	10 +9	+900%	+$419	﹤0.01%	5313
2018 Q4	$3K	Hold	1	–	–	﹤0.01%	6476
2018 Q3	$3K	Buy	+1	New	+$52	﹤0.01%	6998

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

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. 270 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.
270 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.