Sunbelt Securities’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Sunbelt Securities’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 Q1	$457K	Buy	11,674 +49	+0.4%	+$1.98K	0.03%	427
2025 Q4	$472K	Sell	11,625 -170	-1%	-$6.8K	0.03%	417
2025 Q3	$463K	Buy	11,795 +7,903	+203%	+$308K	0.03%	407
2025 Q2	$163K	Sell	3,892 -2,605	-40%	-$99.9K	0.01%	643
2025 Q1	$257K	Buy	6,497 +2,605	+67%	+$108K	0.02%	499
2024 Q4	$163K	Sell	3,892 -1,672	-30%	-$70.1K	0.01%	643
2024 Q3	$231K	Buy	5,564 +458	+9%	+$18.7K	0.02%	559
2024 Q2	$206K	Hold	5,106	–	–	0.02%	548
2024 Q1	$208K	Hold	5,106	–	–	0.02%	522
2023 Q4	$201K	Hold	5,106	–	–	0.03%	488
2023 Q3	$199K	Buy	5,106 +250	+5%	+$10.1K	0.03%	483
2023 Q2	$199K	Hold	4,856	–	–	0.03%	461
2023 Q1	$196K	Buy	+4,856	New	+$196K	0.03%	440

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Sunbelt Securities's XYLD Position: Q1 2026 in Review

Sunbelt Securities increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.42% in Q1 2026, buying an estimated $1.98K and bringing the position to 11,674 shares worth $457K. The position accounts for 0.03% of the portfolio, ranked #427.

Sunbelt Securities first reported a position in XYLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $472K in Q4 2025. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Sunbelt Securities held 11,674 shares of Global X S&P 500 Covered Call ETF worth $457K as of Q1 2026.
Sunbelt Securities bought 49 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $1.98K.
Global X S&P 500 Covered Call ETF made up 0.03% of Sunbelt Securities's portfolio in Q1 2026, its #427 holding.
Sunbelt Securities first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Global X S&P 500 Covered Call ETF position peaked at $472K in Q4 2025.
272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.