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

Valeo Financial 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	$816K	Sell	20,000 -5,000	-20%	-$202K	0.02%	334
2026 Q1	$978K	Buy	25,000 +5,000	+25%	+$202K	0.02%	278
2025 Q4	$813K	Buy	20,000 +2,000	+11%	+$80K	0.02%	350
2025 Q3	$707K	Buy	+18,000	New	+$703K	0.02%	387

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

Valeo Financial Advisors's XYLD Position: Q2 2026 in Review

Valeo Financial Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 20% in Q2 2026, selling an estimated $202K and leaving 20,000 shares worth $816K. The position accounts for 0.02% of the portfolio, ranked #334.

Valeo Financial Advisors first reported a position in XYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $978K in Q1 2026. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Valeo Financial Advisors held 20,000 shares of Global X S&P 500 Covered Call ETF worth $816K as of Q2 2026.
Valeo Financial Advisors sold 5,000 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $202K.
Global X S&P 500 Covered Call ETF made up 0.02% of Valeo Financial Advisors's portfolio in Q2 2026, its #334 holding.
Valeo Financial Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
Valeo Financial Advisors's Global X S&P 500 Covered Call ETF position peaked at $978K in Q1 2026.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.