TD Private Client Wealth’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

TD Private Client Wealth’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	$1.67K	Hold	41	–	–	﹤0.01%	1391
2026 Q1	$1.6K	Buy	41 +12	+41%	+$485	﹤0.01%	1321
2025 Q4	$1.18K	Hold	29	–	–	﹤0.01%	1346
2025 Q3	$1.14K	Sell	29 -13	-31%	-$507	﹤0.01%	1322
2025 Q2	$1.64K	Hold	42	–	–	﹤0.01%	1249
2025 Q1	$1.66K	Hold	42	–	–	﹤0.01%	1216
2024 Q4	$1.76K	Hold	42	–	–	﹤0.01%	1203
2024 Q3	$1.74K	Sell	42 -5	-11%	-$204	﹤0.01%	1197
2024 Q2	$1.9K	Hold	47	–	–	﹤0.01%	1138
2024 Q1	$1.92K	Sell	47 -54	-53%	-$2.16K	﹤0.01%	1135
2023 Q4	$3.98K	Sell	101 -157	-61%	-$6.12K	﹤0.01%	1127
2023 Q3	$10K	Sell	258 -434	-63%	-$17.6K	﹤0.01%	1033
2023 Q2	$28.4K	Sell	692 -8	-1%	-$326	﹤0.01%	893
2023 Q1	$28.4K	Sell	700 -340	-33%	-$13.7K	﹤0.01%	880
2022 Q4	$40.9K	Buy	+1,040	New	+$41.4K	﹤0.01%	788

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

TD Private Client Wealth's XYLD Position: Q2 2026 in Review

TD Private Client Wealth held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 41 shares worth $1.67K. The position accounts for ﹤0.01% of the portfolio, ranked #1391.

TD Private Client Wealth first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $40.9K in Q4 2022. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

TD Private Client Wealth held 41 shares of Global X S&P 500 Covered Call ETF worth $1.67K as of Q2 2026.
TD Private Client Wealth 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 TD Private Client Wealth's portfolio in Q2 2026, its #1391 holding.
TD Private Client Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
TD Private Client Wealth's Global X S&P 500 Covered Call ETF position peaked at $40.9K in Q4 2022.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.