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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Thrive Capital Management (Pennsylvania)'s XYLD Position: Q1 2026 in Review

Thrive Capital Management (Pennsylvania) reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 17% in Q1 2026, selling an estimated $1.17M and leaving 145,021 shares worth $5.67M. The position accounts for 1.24% of the portfolio, ranked #16.

Thrive Capital Management (Pennsylvania) first reported a position in XYLD in Q1 2022 and has held it in 15 quarters since. The position peaked at $7.07M in Q4 2025. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Thrive Capital Management (Pennsylvania) held 145,021 shares of Global X S&P 500 Covered Call ETF worth $5.67M as of Q1 2026.
  • Thrive Capital Management (Pennsylvania) sold 28,917 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $1.17M.
  • Global X S&P 500 Covered Call ETF made up 1.24% of Thrive Capital Management (Pennsylvania)'s portfolio in Q1 2026, its #16 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 15 quarters since.
  • Thrive Capital Management (Pennsylvania)'s Global X S&P 500 Covered Call ETF position peaked at $7.07M in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Thrive Capital Management (Pennsylvania)'s 13F filing for Q1 2026, filed 27 Apr 2026.