Transcend Capital Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Transcend Capital Advisors’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	$497K	Buy	12,181 +2,627	+27%	+$106K	0.03%	455
2026 Q1	$374K	Buy	9,554 +679	+8%	+$27.4K	0.03%	477
2025 Q4	$361K	Buy	8,875 +1,461	+20%	+$58.5K	0.03%	464
2025 Q3	$291K	Buy	7,414 +1,159	+19%	+$45.2K	0.02%	544
2025 Q2	$244K	Buy	+6,255	New	+$240K	0.02%	528

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

Transcend Capital Advisors's XYLD Position: Q2 2026 in Review

Transcend Capital Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 27% in Q2 2026, buying an estimated $106K and bringing the position to 12,181 shares worth $497K. The position accounts for 0.03% of the portfolio, ranked #455.

Transcend Capital Advisors first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Transcend Capital Advisors held 12,181 shares of Global X S&P 500 Covered Call ETF worth $497K as of Q2 2026.
Transcend Capital Advisors bought 2,627 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $106K.
Global X S&P 500 Covered Call ETF made up 0.03% of Transcend Capital Advisors's portfolio in Q2 2026, its #455 holding.
Transcend Capital Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.