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TrueMark Investments’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

TrueMark Investments’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 		– Sell
-8,313
Closed -$338K – 278
2025
Q4 		$338K Buy
+8,313
New +$333K 0.06% 175
2025
Q1 		– Sell
-10,729
Closed -$450K – 264
2024
Q4 		$450K Buy
10,729
+5,361
+100% +$225K 0.14% 106
2024
Q3 		$223K Sell
5,368
-1,208
-18% -$49.2K 0.07% 185
2024
Q2 		$266K Buy
+6,576
New +$265K 0.09% 171

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $85.1B AUM 27.35% 1-Year Est. Return

TrueMark Investments's XYLD Position: Q1 2026 in Review

TrueMark Investments sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 8,313 shares — an estimated $338K sold.

TrueMark Investments first reported a position in XYLD in Q2 2024 and held it in 4 quarters. The position peaked at $450K in Q4 2024. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • TrueMark Investments reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • TrueMark Investments sold 8,313 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $338K.
  • TrueMark Investments first reported a position in Global X S&P 500 Covered Call ETF in Q2 2024 and held it in 4 quarters.
  • TrueMark Investments's Global X S&P 500 Covered Call ETF position peaked at $450K in Q4 2024.
  • 272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.