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

Advyzon Investment Management’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	$990K	Buy	24,274 +7,284	+43%	+$294K	0.07%	263
2026 Q1	$665K	Buy	16,990 +6,241	+58%	+$252K	0.06%	312
2025 Q4	$437K	Buy	10,749 +1,478	+16%	+$59.2K	0.05%	358
2025 Q3	$364K	Sell	9,271 -1,484	-14%	-$57.9K	0.06%	284
2025 Q2	$419K	Buy	10,755 +1,329	+14%	+$51K	0.09%	209
2025 Q1	$372K	Buy	9,426 +1,876	+25%	+$77.9K	0.13%	142
2024 Q4	$316K	Buy	+7,550	New	+$317K	0.12%	155

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

Advyzon Investment Management's XYLD Position: Q2 2026 in Review

Advyzon Investment Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 43% in Q2 2026, buying an estimated $294K and bringing the position to 24,274 shares worth $990K. The position accounts for 0.07% of the portfolio, ranked #263.

Advyzon Investment Management first reported a position in XYLD in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Advyzon Investment Management held 24,274 shares of Global X S&P 500 Covered Call ETF worth $990K as of Q2 2026.
Advyzon Investment Management bought 7,284 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $294K.
Global X S&P 500 Covered Call ETF made up 0.07% of Advyzon Investment Management's portfolio in Q2 2026, its #263 holding.
Advyzon Investment Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.