Comprehensive Money Management Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Comprehensive Money Management Services’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	$480K	Hold	11,772	–	–	0.3%	108
2026 Q1	$461K	Sell	11,772 -805	-6%	-$32.5K	0.3%	110
2025 Q4	$511K	Sell	12,577 -118	-0.9%	-$4.72K	0.35%	98
2025 Q3	$498K	Sell	12,695 -348	-3%	-$13.6K	0.35%	94
2025 Q2	$508K	Sell	13,043 -2,491	-16%	-$95.5K	0.39%	88
2025 Q1	$613K	Sell	15,534 -262	-2%	-$10.9K	0.5%	73
2024 Q4	$662K	Buy	+15,796	New	+$663K	0.55%	65

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

Comprehensive Money Management Services's XYLD Position: Q2 2026 in Review

Comprehensive Money Management Services held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 11,772 shares worth $480K. The position accounts for 0.3% of the portfolio, ranked #108.

Comprehensive Money Management Services first reported a position in XYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $662K in Q4 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Comprehensive Money Management Services held 11,772 shares of Global X S&P 500 Covered Call ETF worth $480K as of Q2 2026.
Comprehensive Money Management Services left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.3% of Comprehensive Money Management Services's portfolio in Q2 2026, its #108 holding.
Comprehensive Money Management Services first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
Comprehensive Money Management Services's Global X S&P 500 Covered Call ETF position peaked at $662K in Q4 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Comprehensive Money Management Services's 13F filing for Q2 2026, filed 17 Aug 2026.