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

Ulland Investment 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	$12K	Hold	300	–	–	0.01%	178
2026 Q1	$12K	Sell	300 -200	-40%	-$8.08K	0.01%	172
2025 Q4	$20K	Hold	500	–	–	0.02%	154
2025 Q3	$20K	Hold	500	–	–	0.02%	154
2025 Q2	$19K	Hold	500	–	–	0.01%	149
2025 Q1	$20K	Buy	+500	New	+$20.8K	0.02%	150

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

Ulland Investment Advisors's XYLD Position: Q2 2026 in Review

Ulland Investment Advisors held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 300 shares worth $12K. The position accounts for 0.01% of the portfolio, ranked #178.

Ulland Investment Advisors first reported a position in XYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $20K in Q4 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Ulland Investment Advisors held 300 shares of Global X S&P 500 Covered Call ETF worth $12K as of Q2 2026.
Ulland Investment Advisors left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.01% of Ulland Investment Advisors's portfolio in Q2 2026, its #178 holding.
Ulland Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
Ulland Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $20K in Q4 2025.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Ulland Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.