Armstrong Advisory Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Armstrong Advisory Group’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 Q3	$2.35M	Sell	56,591 -332	-0.6%	-$13.7K	0.14%	55
2026 Q2	$2.32M	Buy	56,923 +2,880	+5%	+$116K	0.14%	55
2026 Q1	$2.11M	Buy	54,043 +1,349	+3%	+$54.5K	0.14%	55
2025 Q4	$2.14M	Buy	52,694 +6,190	+13%	+$248K	0.14%	56
2025 Q3	$1.83M	Buy	46,504 +765	+2%	+$29.9K	0.13%	58
2025 Q2	$1.78M	Buy	45,739 +8,499	+23%	+$326K	0.13%	51
2025 Q1	$1.56M	Hold	37,240	–	–	0.12%	51
2024 Q4	$1.56M	Buy	37,240 +1,036	+3%	+$43.5K	0.12%	51
2024 Q3	$1.5M	Buy	36,204 +2,224	+7%	+$90.6K	0.12%	51
2024 Q2	$1.37M	Buy	33,980 +15,615	+85%	+$629K	0.12%	52
2024 Q1	$724K	Hold	18,365	–	–	0.07%	70
2023 Q4	$724K	Buy	18,365 +9,307	+103%	+$363K	0.07%	70
2023 Q3	$352K	Buy	9,058 +8,458	+1,410%	+$343K	0.04%	116
2023 Q2	$24.6K	Hold	600	–	–	﹤0.01%	456
2023 Q1	$24.3K	Buy	+600	New	+$24.2K	﹤0.01%	453

Other funds holding XYLD

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Armstrong Advisory Group's XYLD Position: Q3 2026 in Review

Armstrong Advisory Group reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.58% in Q3 2026, selling an estimated $13.7K and leaving 56,591 shares worth $2.35M. The position accounts for 0.14% of the portfolio, ranked #55.

Armstrong Advisory Group first reported a position in XYLD in Q1 2023 and has held it in 15 quarters since. 45 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

Armstrong Advisory Group held 56,591 shares of Global X S&P 500 Covered Call ETF worth $2.35M as of Q3 2026.
Armstrong Advisory Group sold 332 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $13.7K.
Global X S&P 500 Covered Call ETF made up 0.14% of Armstrong Advisory Group's portfolio in Q3 2026, its #55 holding.
Armstrong Advisory Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 15 quarters since.
45 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Armstrong Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.