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

Avantax Advisory Services's XYLD Position: Q2 2025 in Review

Avantax Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 31% in Q2 2025, buying an estimated $1.71M and bringing the position to 186,782 shares worth $7.27M. The position accounts for 0.04% of the portfolio, ranked #338.

Avantax Advisory Services first reported a position in XYLD in Q3 2022 and has held it in 12 quarters since. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

• Avantax Advisory Services held 186,782 shares of Global X S&P 500 Covered Call ETF worth $7.27M as of Q2 2025.
• Avantax Advisory Services bought 44,563 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $1.71M.
• Global X S&P 500 Covered Call ETF made up 0.04% of Avantax Advisory Services's portfolio in Q2 2025, its #338 holding.
• Avantax Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and has held it in 12 quarters since.
• 253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.