Smith, Moore & Co’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Smith, Moore & Co’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	$509K	Buy	12,481 +137	+1%	+$5.52K	0.03%	356
2026 Q1	$483K	Buy	12,344 +1,675	+16%	+$67.7K	0.04%	337
2025 Q4	$433K	Buy	10,669 +1,475	+16%	+$59K	0.03%	342
2025 Q3	$361K	Buy	+9,194	New	+$359K	0.03%	372

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

Smith, Moore & Co's XYLD Position: Q2 2026 in Review

Smith, Moore & Co increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.1% in Q2 2026, buying an estimated $5.52K and bringing the position to 12,481 shares worth $509K. The position accounts for 0.03% of the portfolio, ranked #356.

Smith, Moore & Co first reported a position in XYLD in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Smith, Moore & Co held 12,481 shares of Global X S&P 500 Covered Call ETF worth $509K as of Q2 2026.
Smith, Moore & Co bought 137 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $5.52K.
Global X S&P 500 Covered Call ETF made up 0.03% of Smith, Moore & Co's portfolio in Q2 2026, its #356 holding.
Smith, Moore & Co first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Smith, Moore & Co's 13F filing for Q2 2026, filed 12 Aug 2026.