Sims Investment Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Sims Investment Management’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 Q3	$19.1M	Buy	461,183 +22,645	+5%	+$936K	5.98%	4
2026 Q2	$17.9M	Buy	438,538 +11,556	+3%	+$466K	5.53%	6
2026 Q1	$16.7M	Buy	426,982 +14,166	+3%	+$572K	6.14%	5
2025 Q4	$16.8M	Buy	412,816 +6,200	+2%	+$248K	5.93%	5
2025 Q3	$16M	Buy	406,616 +45,057	+12%	+$1.76M	5.78%	5
2025 Q2	$14.1M	Buy	361,559 +14,101	+4%	+$541K	5.66%	5
2025 Q1	$13.7M	Buy	347,458 +74,769	+27%	+$3.1M	6.13%	5
2024 Q4	$11.4M	Buy	+272,689	New	+$11.4M	6.46%	4

Other funds holding XYLD

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

Sims Investment Management's XYLD Position: Q3 2026 in Review

Sims Investment Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 5.2% in Q3 2026, buying an estimated $936K and bringing the position to 461,183 shares worth $19.1M. The position accounts for 5.98% of the portfolio, ranked #4.

Sims Investment Management first reported a position in XYLD in Q4 2024 and has held it in 8 quarters since. 23 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

Sims Investment Management held 461,183 shares of Global X S&P 500 Covered Call ETF worth $19.1M as of Q3 2026.
Sims Investment Management bought 22,645 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $936K.
Global X S&P 500 Covered Call ETF made up 5.98% of Sims Investment Management's portfolio in Q3 2026, its #4 holding.
Sims Investment Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and has held it in 8 quarters since.
23 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Sims Investment Management's 13F filing for Q3 2026, filed 13 Oct 2026.