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COMPASS FINANCIAL MANAGEMENT LLC’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 		$770K Buy
+18,590
New +$749K 0.09% 211

Other funds holding XYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's XYLD Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 18,590 shares worth $770K. The stake represents 0.09% of the portfolio and ranks #211 among its holdings.

212 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • COMPASS FINANCIAL MANAGEMENT LLC held 18,590 shares of Global X S&P 500 Covered Call ETF worth $770K as of Q2 2026.
  • Global X S&P 500 Covered Call ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up 0.09% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #211 holding.
  • 212 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.