Steward Partners Investment Advisory’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Steward Partners Investment Advisory’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	$259K	Sell	6,348 -2,017	-24%	-$81.3K	﹤0.01%	2086
2026 Q1	$327K	Sell	8,365 -1,928	-19%	-$77.9K	﹤0.01%	1760
2025 Q4	$418K	Sell	10,293 -1,921	-16%	-$76.9K	﹤0.01%	1526
2025 Q3	$480K	Sell	12,214 -6,515	-35%	-$254K	﹤0.01%	1402
2025 Q2	$729K	Sell	18,729 -3,029	-14%	-$116K	0.01%	1123
2025 Q1	$859K	Buy	21,758 +10,380	+91%	+$431K	0.01%	979
2024 Q4	$477K	Buy	11,378 +5,975	+111%	+$251K	﹤0.01%	1192
2024 Q3	$224K	Sell	5,403 -5,611	-51%	-$229K	﹤0.01%	1480
2024 Q2	$445K	Buy	11,014 +9,033	+456%	+$364K	﹤0.01%	1106
2024 Q1	$80.8K	Hold	1,981	–	–	﹤0.01%	1869
2023 Q4	$78.1K	Hold	1,981	–	–	﹤0.01%	1793
2023 Q3	$77K	Buy	1,981 +865	+78%	+$35K	﹤0.01%	1701
2023 Q2	$45.8K	Buy	1,116 +616	+123%	+$25.1K	﹤0.01%	1924
2023 Q1	$20.3K	Hold	500	–	–	﹤0.01%	2240
2022 Q4	$19.7K	Hold	500	–	–	﹤0.01%	2242
2022 Q3	$19K	Hold	500	–	–	﹤0.01%	2257
2022 Q2	$21K	Hold	500	–	–	﹤0.01%	2214
2022 Q1	$25K	Hold	500	–	–	﹤0.01%	2271
2021 Q4	$25K	Hold	500	–	–	﹤0.01%	2234
2021 Q3	$24K	Buy	+500	New	+$24.6K	﹤0.01%	2254

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

Steward Partners Investment Advisory's XYLD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 24% in Q2 2026, selling an estimated $81.3K and leaving 6,348 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #2086.

Steward Partners Investment Advisory first reported a position in XYLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $859K in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Steward Partners Investment Advisory held 6,348 shares of Global X S&P 500 Covered Call ETF worth $259K as of Q2 2026.
Steward Partners Investment Advisory sold 2,017 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $81.3K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2086 holding.
Steward Partners Investment Advisory first reported a position in Global X S&P 500 Covered Call ETF in Q3 2021 and has held it in 20 quarters since.
Steward Partners Investment Advisory's Global X S&P 500 Covered Call ETF position peaked at $859K in Q1 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.