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 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

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

Sims Investment Management's XYLD Position: Q2 2026 in Review

Sims Investment Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.7% in Q2 2026, buying an estimated $466K and bringing the position to 438,538 shares worth $17.9M. The position accounts for 5.53% of the portfolio, ranked #6.

Sims Investment Management first reported a position in XYLD in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Sims Investment Management held 438,538 shares of Global X S&P 500 Covered Call ETF worth $17.9M as of Q2 2026.
Sims Investment Management bought 11,556 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $466K.
Global X S&P 500 Covered Call ETF made up 5.53% of Sims Investment Management's portfolio in Q2 2026, its #6 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 7 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Sims Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.