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

Berger Financial 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 Q2	$978K	Sell	23,971 -307	-1%	-$12.4K	0.05%	215
2026 Q1	$950K	Buy	24,278 +18	+0.1%	+$727	0.05%	213
2025 Q4	$986K	Sell	24,260 -1,041	-4%	-$41.7K	0.06%	212
2025 Q3	$993K	Buy	25,301 +15	+0.1%	+$585	0.06%	210
2025 Q2	$985K	Sell	25,286 -560	-2%	-$21.5K	0.06%	196
2025 Q1	$1.02M	Sell	25,846 -604	-2%	-$25.1K	0.07%	187
2024 Q4	$1.11M	Sell	26,450 -181	-0.7%	-$7.59K	0.08%	167
2024 Q3	$1.11M	Buy	26,631 +18	+0.1%	+$733	0.08%	155
2024 Q2	$1.08M	Sell	26,613 -5,340	-17%	-$215K	0.09%	146
2024 Q1	$1.3M	Sell	31,953 -1,134	-3%	-$45.4K	0.11%	132
2023 Q4	$1.3M	Sell	33,087 -3,839	-10%	-$150K	0.14%	110
2023 Q3	$1.44M	Sell	36,926 -1,784	-5%	-$72.3K	0.16%	107
2023 Q2	$1.59M	Buy	38,710 +1,076	+3%	+$43.8K	0.18%	100
2023 Q1	$1.52M	Sell	37,634 -615	-2%	-$24.8K	0.18%	95
2022 Q4	$1.51M	Buy	38,249 +9	+0%	+$358	0.2%	90
2022 Q3	$1.46M	Buy	38,240 +9,726	+34%	+$412K	0.21%	90
2022 Q2	$1.22M	Buy	+28,514	New	+$1.3M	0.18%	85

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

Berger Financial Group's XYLD Position: Q2 2026 in Review

Berger Financial Group reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.3% in Q2 2026, selling an estimated $12.4K and leaving 23,971 shares worth $978K. The position accounts for 0.05% of the portfolio, ranked #215.

Berger Financial Group first reported a position in XYLD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.59M in Q2 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Berger Financial Group held 23,971 shares of Global X S&P 500 Covered Call ETF worth $978K as of Q2 2026.
Berger Financial Group sold 307 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $12.4K.
Global X S&P 500 Covered Call ETF made up 0.05% of Berger Financial Group's portfolio in Q2 2026, its #215 holding.
Berger Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 17 quarters since.
Berger Financial Group's Global X S&P 500 Covered Call ETF position peaked at $1.59M in Q2 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.