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

Triumph Capital Management’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	$976K	Buy	23,925 +2,284	+11%	+$92.1K	0.18%	127
2026 Q1	$847K	Buy	21,641 +1,000	+5%	+$40.4K	0.17%	128
2025 Q4	$839K	Sell	20,641 -304	-1%	-$12.2K	0.18%	115
2025 Q3	$822K	Buy	20,945 +1,840	+10%	+$71.8K	0.22%	101
2025 Q2	$744K	Buy	19,105 +12,490	+189%	+$479K	0.22%	107
2025 Q1	$261K	Buy	+6,615	New	+$275K	0.09%	229

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

Triumph Capital Management's XYLD Position: Q2 2026 in Review

Triumph Capital Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 11% in Q2 2026, buying an estimated $92.1K and bringing the position to 23,925 shares worth $976K. The position accounts for 0.18% of the portfolio, ranked #127.

Triumph Capital Management first reported a position in XYLD in Q1 2025 and has held it in 6 quarters since. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Triumph Capital Management held 23,925 shares of Global X S&P 500 Covered Call ETF worth $976K as of Q2 2026.
Triumph Capital Management bought 2,284 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $92.1K.
Global X S&P 500 Covered Call ETF made up 0.18% of Triumph Capital Management's portfolio in Q2 2026, its #127 holding.
Triumph Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.