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Summit Financial’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Summit Financial’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 		$796K Sell
19,521
-3,087
-14% -$124K 0.01% 921
2026
Q1 		$885K Buy
22,608
+5,852
+35% +$236K 0.01% 816
2025
Q4 		$681K Buy
16,756
+4,358
+35% +$174K 0.01% 789
2025
Q3 		$487K Buy
+12,398
New +$484K 0.01% 889

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Summit Financial's XYLD Position: Q2 2026 in Review

Summit Financial reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 14% in Q2 2026, selling an estimated $124K and leaving 19,521 shares worth $796K. The position accounts for 0.01% of the portfolio, ranked #921.

Summit Financial first reported a position in XYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $885K in Q1 2026. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Summit Financial held 19,521 shares of Global X S&P 500 Covered Call ETF worth $796K as of Q2 2026.
  • Summit Financial sold 3,087 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $124K.
  • Global X S&P 500 Covered Call ETF made up 0.01% of Summit Financial's portfolio in Q2 2026, its #921 holding.
  • Summit Financial first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
  • Summit Financial's Global X S&P 500 Covered Call ETF position peaked at $885K in Q1 2026.
  • 275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.