Aventura Private Wealth’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Aventura Private Wealth’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	$294K	Sell	7,213 -11,826	-62%	-$477K	0.09%	144
2026 Q1	$745K	Sell	19,039 -17,068	-47%	-$690K	0.27%	68
2025 Q4	$1.47M	Buy	36,107 +15	+0%	+$600	0.53%	37
2025 Q3	$1.42M	Sell	36,092 -12,191	-25%	-$476K	0.52%	37
2025 Q2	$1.88M	Buy	+48,283	New	+$1.85M	0.81%	22

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

Aventura Private Wealth's XYLD Position: Q2 2026 in Review

Aventura Private Wealth reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 62% in Q2 2026, selling an estimated $477K and leaving 7,213 shares worth $294K. The position accounts for 0.09% of the portfolio, ranked #144.

Aventura Private Wealth first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.88M in Q2 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Aventura Private Wealth held 7,213 shares of Global X S&P 500 Covered Call ETF worth $294K as of Q2 2026.
Aventura Private Wealth sold 11,826 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $477K.
Global X S&P 500 Covered Call ETF made up 0.09% of Aventura Private Wealth's portfolio in Q2 2026, its #144 holding.
Aventura Private Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
Aventura Private Wealth's Global X S&P 500 Covered Call ETF position peaked at $1.88M in Q2 2025.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Aventura Private Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.