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

Smartleaf Asset 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	$122K	Hold	3,000	–	–	﹤0.01%	1066
2026 Q1	$115K	Hold	3,000	–	–	﹤0.01%	1039
2025 Q4	$122K	Sell	3,000 -14	-0.5%	-$560	﹤0.01%	1074
2025 Q3	$118K	Buy	3,014 +3,000	+21,429%	+$117K	0.01%	971
2025 Q2	$544	Sell	14 -41	-75%	-$1.57K	﹤0.01%	2570
2025 Q1	$2.16K	Sell	55 -1,408	-96%	-$58.4K	﹤0.01%	2457
2024 Q4	$61.4K	Buy	+1,463	New	+$61.4K	0.01%	1083
2024 Q3	–	Sell	-528	Closed	-$21.4K	–	2996
2024 Q2	$21.4K	Buy	+528	New	+$21.3K	﹤0.01%	1011

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

Smartleaf Asset Management's XYLD Position: Q2 2026 in Review

Smartleaf Asset Management held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 3,000 shares worth $122K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

Smartleaf Asset Management first reported a position in XYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $122K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Smartleaf Asset Management held 3,000 shares of Global X S&P 500 Covered Call ETF worth $122K as of Q2 2026.
Smartleaf Asset Management left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1066 holding.
Smartleaf Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and has held it in 8 quarters since.
Smartleaf Asset Management's Global X S&P 500 Covered Call ETF position peaked at $122K in Q4 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.