Consolidated Planning Corp’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Consolidated Planning Corp’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
2025 Q2	–	Sell	-5,691	Closed	-$225K	–	195
2025 Q1	$225K	Sell	5,691 -1,345	-19%	-$55.8K	0.03%	176
2024 Q4	$295K	Sell	7,036 -8,232	-54%	-$345K	0.04%	170
2024 Q3	$634K	Sell	15,268 -1,057	-6%	-$43.1K	0.09%	114
2024 Q2	$660K	Sell	16,325 -968	-6%	-$39K	0.11%	99
2024 Q1	$705K	Sell	17,293 -2,563	-13%	-$103K	0.12%	98
2023 Q4	$783K	Sell	19,856 -3,291	-14%	-$128K	0.15%	95
2023 Q3	$900K	Sell	23,147 -2,107	-8%	-$85.4K	0.2%	86
2023 Q2	$1.04M	Buy	+25,254	New	+$1.03M	0.22%	90

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Consolidated Planning Corp's XYLD Position: Q2 2025 in Review

Consolidated Planning Corp sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 5,691 shares — an estimated $225K sold.

Consolidated Planning Corp first reported a position in XYLD in Q2 2023 and held it in 8 quarters. The position peaked at $1.04M in Q2 2023. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

Consolidated Planning Corp reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Consolidated Planning Corp sold 5,691 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $225K.
Consolidated Planning Corp first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and held it in 8 quarters.
Consolidated Planning Corp's Global X S&P 500 Covered Call ETF position peaked at $1.04M in Q2 2023.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Consolidated Planning Corp's 13F filing for Q2 2025, filed 18 Jul 2025.