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BOLTON SECURITIES CORPORATION’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$9.31K Buy
+238
New +$9.6K ﹤0.01% 1634
2025
Q3 		$9.34K Buy
+238
New +$9.29K ﹤0.01% 1565
2025
Q1 		$9.4K Buy
+238
New +$9.9K ﹤0.01% 1451

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 $468B AUM 17.69% 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
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's XYLD Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026: 238 shares worth $9.31K. The stake represents ﹤0.01% of the portfolio and ranks #1634 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in XYLD as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in XYLD in Q1 2025 and has held it in 3 quarters since. The position peaked at $9.4K in Q1 2025. 275 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 238 shares of Global X S&P 500 Covered Call ETF worth $9.31K as of Q1 2026.
  • Global X S&P 500 Covered Call ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1634 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 3 quarters since.
  • BOLTON SECURITIES CORPORATION's Global X S&P 500 Covered Call ETF position peaked at $9.4K in Q1 2025.
  • 275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.