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

Avantax Planning Partners’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	$4.16M	Sell	101,920 -6,102	-6%	-$246K	0.1%	107
2026 Q1	$4.23M	Buy	108,022 +16,684	+18%	+$674K	0.12%	100
2025 Q4	$3.71M	Buy	91,338 +729	+0.8%	+$29.2K	0.1%	102
2025 Q3	$3.56M	Sell	90,609 -4,359	-5%	-$170K	0.1%	104
2025 Q2	$3.7M	Buy	94,968 +26,336	+38%	+$1.01M	0.12%	100
2025 Q1	$2.71M	Buy	68,632 +12,937	+23%	+$537K	0.1%	115
2024 Q4	$2.33M	Sell	55,695 -5,983	-10%	-$251K	0.08%	117
2024 Q3	$2.56M	Sell	61,678 -9,464	-13%	-$386K	0.09%	116
2024 Q2	$2.88M	Hold	71,142	–	–	0.09%	116
2024 Q1	$2.9M	Sell	71,142 -3,866	-5%	-$155K	0.09%	123
2023 Q4	$2.96M	Buy	+75,008	New	+$2.92M	0.11%	89

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

Avantax Planning Partners's XYLD Position: Q2 2026 in Review

Avantax Planning Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 5.6% in Q2 2026, selling an estimated $246K and leaving 101,920 shares worth $4.16M. The position accounts for 0.1% of the portfolio, ranked #107.

Avantax Planning Partners first reported a position in XYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.23M in Q1 2026. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Avantax Planning Partners held 101,920 shares of Global X S&P 500 Covered Call ETF worth $4.16M as of Q2 2026.
Avantax Planning Partners sold 6,102 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $246K.
Global X S&P 500 Covered Call ETF made up 0.1% of Avantax Planning Partners's portfolio in Q2 2026, its #107 holding.
Avantax Planning Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
Avantax Planning Partners's Global X S&P 500 Covered Call ETF position peaked at $4.23M in Q1 2026.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.