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

Copley Financial Group’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	$610K	Buy	14,962 +1,600	+12%	+$64.5K	0.37%	37
2026 Q1	$523K	Buy	13,362 +2,415	+22%	+$97.6K	0.32%	43
2025 Q4	$445K	Buy	10,947 +1,293	+13%	+$51.8K	0.28%	55
2025 Q3	$379K	Buy	+9,654	New	+$377K	0.26%	78
2024 Q4	–	Sell	-988	Closed	-$41K	–	219
2024 Q3	$41K	Buy	+988	New	+$40.2K	0.04%	110

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

Copley Financial Group's XYLD Position: Q2 2026 in Review

Copley Financial Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 12% in Q2 2026, buying an estimated $64.5K and bringing the position to 14,962 shares worth $610K. The position accounts for 0.37% of the portfolio, ranked #37.

Copley Financial Group first reported a position in XYLD in Q3 2024 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Copley Financial Group held 14,962 shares of Global X S&P 500 Covered Call ETF worth $610K as of Q2 2026.
Copley Financial Group bought 1,600 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $64.5K.
Global X S&P 500 Covered Call ETF made up 0.37% of Copley Financial Group's portfolio in Q2 2026, its #37 holding.
Copley Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.