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

Centaurus Financial’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	$124K	Buy	+3,029	New	+$122K	﹤0.01%	1037
2024 Q4	–	Sell	-20,956	Closed	-$870K	–	936
2024 Q3	$870K	Sell	20,956 -24,821	-54%	-$1.01M	0.06%	286
2024 Q2	$1.85M	Sell	45,777 -247,789	-84%	-$9.98M	0.12%	160
2024 Q1	$12M	Sell	293,566 -425,881	-59%	-$17.1M	0.84%	24
2023 Q4	$28.4M	Buy	719,447 +96,179	+15%	+$3.75M	2.16%	6
2023 Q3	$24.2M	Buy	623,268 +97,449	+19%	+$3.95M	2.11%	5
2023 Q2	$21.6M	Buy	525,819 +89,622	+21%	+$3.65M	1.89%	5
2023 Q1	$17.7M	Buy	436,197 +78,405	+22%	+$3.16M	1.41%	5
2022 Q4	$14.1M	Buy	357,792 +35,862	+11%	+$1.43M	1.32%	7
2022 Q3	$12.3M	Buy	321,930 +205,033	+175%	+$8.68M	1.2%	9
2022 Q2	$4.99M	Buy	116,897 +107,209	+1,107%	+$4.9M	0.49%	37
2022 Q1	$480K	Buy	9,688 +7,249	+297%	+$354K	0.04%	432
2021 Q4	$123K	Buy	+2,439	New	+$122K	0.01%	831

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

Centaurus Financial's XYLD Position: Q2 2026 in Review

Centaurus Financial opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 3,029 shares worth $124K. The stake represents ﹤0.01% of the portfolio and ranks #1037 among its holdings. This is a return to the name: Centaurus Financial previously reported a position in XYLD as recently as Q3 2024.

Centaurus Financial first reported a position in XYLD in Q4 2021 and has held it in 13 quarters since. The position peaked at $28.4M in Q4 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Centaurus Financial held 3,029 shares of Global X S&P 500 Covered Call ETF worth $124K as of Q2 2026.
Global X S&P 500 Covered Call ETF was a new Centaurus Financial position in Q2 2026.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Centaurus Financial's portfolio in Q2 2026, its #1037 holding.
Centaurus Financial first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 13 quarters since.
Centaurus Financial's Global X S&P 500 Covered Call ETF position peaked at $28.4M in Q4 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.