Winnow Wealth’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Winnow Wealth’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	-2,908	Closed	-$119K	–	572
2025 Q4	$119K	Sell	2,908 -969	-25%	-$38.8K	0.09%	127
2025 Q3	$155K	Buy	+3,877	New	+$151K	0.12%	108
2025 Q2	–	Sell	-8,338	Closed	-$329K	–	688
2025 Q1	$329K	Sell	8,338 -31,416	-79%	-$1.3M	0.3%	81
2024 Q4	$1.66M	Buy	+39,754	New	+$1.67M	1.65%	8

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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 Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Winnow Wealth's XYLD Position: Q1 2026 in Review

Winnow Wealth sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 2,908 shares — an estimated $119K sold.

Winnow Wealth first reported a position in XYLD in Q4 2024 and held it in 4 quarters. The position peaked at $1.66M in Q4 2024. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Winnow Wealth reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 2,908 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $119K.
Winnow Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Global X S&P 500 Covered Call ETF position peaked at $1.66M 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 Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.