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

Compass Financial Management’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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Compass Financial Management's XYLD Position: Q2 2026 in Review

Compass Financial Management 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.

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

Compass Financial Management 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 position in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.09% of Compass Financial Management's portfolio in Q2 2026, its #211 holding.
261 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.