Truist Financial
XYLD icon

Truist Financial’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Truist Financial’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 		$456K Sell
11,181
-365
-3% -$14.7K ﹤0.01% 2262
2026
Q1 		$452K Sell
11,546
-820
-7% -$33.1K ﹤0.01% 2131
2025
Q4 		$502K Sell
12,366
-663
-5% -$26.5K ﹤0.01% 2042
2025
Q3 		$512K Buy
13,029
+768
+6% +$30K ﹤0.01% 2024
2025
Q2 		$477K Sell
12,261
-3,748
-23% -$144K ﹤0.01% 1992
2025
Q1 		$632K Buy
16,009
+5,181
+48% +$215K ﹤0.01% 1740
2024
Q4 		$454K Sell
10,828
-4,483
-29% -$188K ﹤0.01% 1942
2024
Q3 		$635K Sell
15,311
-7,319
-32% -$298K ﹤0.01% 1739
2024
Q2 		$915K Buy
22,630
+420
+2% +$16.9K ﹤0.01% 1651
2024
Q1 		$906K Buy
22,210
+1,885
+9% +$75.5K ﹤0.01% 1661
2023
Q4 		$802K Sell
20,325
-411
-2% -$16K ﹤0.01% 1713
2023
Q3 		$806K Buy
20,736
+6,472
+45% +$262K ﹤0.01% 1661
2023
Q2 		$586K Buy
14,264
+1,040
+8% +$42.3K ﹤0.01% 1874
2023
Q1 		$536K Buy
13,224
+814
+7% +$32.8K ﹤0.01% 1936
2022
Q4 		$489K Buy
12,410
+933
+8% +$37.1K ﹤0.01% 1973
2022
Q3 		$437K Sell
11,477
-1,262
-10% -$53.4K ﹤0.01% 1904
2022
Q2 		$544K Buy
12,739
+2,833
+29% +$130K ﹤0.01% 1860
2022
Q1 		$491K Buy
9,906
+2,861
+41% +$140K ﹤0.01% 2015
2021
Q4 		$356K Buy
7,045
+2,880
+69% +$144K ﹤0.01% 2243
2021
Q3 		$202K Buy
+4,165
New +$205K ﹤0.01% 2556

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Truist Financial's XYLD Position: Q2 2026 in Review

Truist Financial reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.2% in Q2 2026, selling an estimated $14.7K and leaving 11,181 shares worth $456K. The position accounts for ﹤0.01% of the portfolio, ranked #2262.

Truist Financial first reported a position in XYLD in Q3 2021 and has held it in 20 quarters since. The position peaked at $915K in Q2 2024. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Truist Financial held 11,181 shares of Global X S&P 500 Covered Call ETF worth $456K as of Q2 2026.
  • Truist Financial sold 365 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $14.7K.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Truist Financial's portfolio in Q2 2026, its #2262 holding.
  • Truist Financial first reported a position in Global X S&P 500 Covered Call ETF in Q3 2021 and has held it in 20 quarters since.
  • Truist Financial's Global X S&P 500 Covered Call ETF position peaked at $915K in Q2 2024.
  • 276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.