Thrive Capital Management (Pennsylvania)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Thrive Capital Management (Pennsylvania)’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	$7.58M	Buy	185,849 +40,828	+28%	+$1.65M	1.43%	12
2026 Q1	$5.67M	Sell	145,021 -28,917	-17%	-$1.17M	1.24%	16
2025 Q4	$7.07M	Buy	173,938 +23,719	+16%	+$949K	1.57%	9
2025 Q3	$5.9M	Buy	150,219 +4,881	+3%	+$191K	1.52%	10
2025 Q2	$5.66M	Buy	+145,338	New	+$5.57M	1.77%	6
2025 Q1	–	Sell	-108,414	Closed	-$4.54M	–	153
2024 Q4	$4.54M	Buy	108,414 +15,300	+16%	+$642K	2.08%	9
2024 Q3	$3.86M	Sell	93,114 -8,444	-8%	-$344K	1.82%	7
2024 Q2	$4.11M	Buy	+101,558	New	+$4.09M	1.88%	7
2024 Q1	–	Sell	-136,141	Closed	-$5.37M	–	216
2023 Q4	$5.37M	Buy	136,141 +755	+0.6%	+$29.4K	2.87%	6
2023 Q3	$5.27M	Buy	135,386 +16,649	+14%	+$675K	2.92%	6
2023 Q2	$4.87M	Buy	118,737 +27,570	+30%	+$1.12M	2.78%	6
2023 Q1	$3.68M	Buy	91,167 +9,498	+12%	+$383K	2.32%	11
2022 Q4	$3.22M	Buy	81,669 +15,305	+23%	+$609K	2.1%	13
2022 Q3	$2.53M	Buy	66,364 +20,215	+44%	+$856K	1.71%	14
2022 Q2	$1.97M	Buy	46,149 +34,906	+310%	+$1.6M	1.36%	17
2022 Q1	$557K	Buy	+11,243	New	+$549K	0.34%	48

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

Thrive Capital Management (Pennsylvania)'s XYLD Position: Q2 2026 in Review

Thrive Capital Management (Pennsylvania) increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 28% in Q2 2026, buying an estimated $1.65M and bringing the position to 185,849 shares worth $7.58M. The position accounts for 1.43% of the portfolio, ranked #12.

Thrive Capital Management (Pennsylvania) first reported a position in XYLD in Q1 2022 and has held it in 16 quarters since. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Thrive Capital Management (Pennsylvania) held 185,849 shares of Global X S&P 500 Covered Call ETF worth $7.58M as of Q2 2026.
Thrive Capital Management (Pennsylvania) bought 40,828 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $1.65M.
Global X S&P 500 Covered Call ETF made up 1.43% of Thrive Capital Management (Pennsylvania)'s portfolio in Q2 2026, its #12 holding.
Thrive Capital Management (Pennsylvania) first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 16 quarters since.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q2 2026, filed 5 Aug 2026.