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

World 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	$241K	Sell	6,160 -10,028	-62%	-$404K	﹤0.01%	1361
2026 Q1	$633K	Sell	16,188 -527	-3%	-$21.3K	0.01%	884
2025 Q4	$679K	Buy	16,715 +9,658	+137%	+$387K	0.01%	818
2025 Q3	$277K	Sell	7,057 -448	-6%	-$17.5K	0.01%	1023
2025 Q2	$292K	Sell	7,505 -25	-0.3%	-$959	0.01%	922
2025 Q1	$297K	Sell	7,530 -1,700	-18%	-$70.6K	0.01%	864
2024 Q4	$387K	Buy	9,230 +21	+0.2%	+$881	0.01%	731
2024 Q3	$382K	Buy	+9,209	New	+$375K	0.01%	660

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

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

World Investment Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 62% in Q2 2026, selling an estimated $404K and leaving 6,160 shares worth $241K. The position accounts for ﹤0.01% of the portfolio, ranked #1361.

World Investment Advisors first reported a position in XYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $679K in Q4 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

World Investment Advisors held 6,160 shares of Global X S&P 500 Covered Call ETF worth $241K as of Q2 2026.
World Investment Advisors sold 10,028 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $404K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of World Investment Advisors's portfolio in Q2 2026, its #1361 holding.
World Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
World Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $679K 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 World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.