Core Wealth Advisors (Florida)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Core Wealth Advisors (Florida)’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	$791K	Buy	19,385 +8,493	+78%	+$342K	0.16%	55
2026 Q1	$426K	Buy	+10,892	New	+$440K	0.1%	72
2024 Q2	–	Sell	-3,159	Closed	-$129K	–	250
2024 Q1	$129K	Buy	3,159 +649	+26%	+$26K	0.04%	65
2023 Q4	$99K	Buy	2,510 +705	+39%	+$27.5K	0.04%	65
2023 Q3	$70.2K	Sell	1,805 -450	-20%	-$18.2K	0.03%	71
2023 Q2	$92.6K	Buy	+2,255	New	+$91.8K	0.04%	65
2022 Q3	–	Sell	-200	Closed	-$9K	–	235
2022 Q2	$9K	Sell	200 -413	-67%	-$18.9K	0.01%	149
2022 Q1	$30K	Buy	+613	New	+$29.9K	0.02%	100

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

Core Wealth Advisors (Florida)'s XYLD Position: Q2 2026 in Review

Core Wealth Advisors (Florida) increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 78% in Q2 2026, buying an estimated $342K and bringing the position to 19,385 shares worth $791K. The position accounts for 0.16% of the portfolio, ranked #55.

Core Wealth Advisors (Florida) first reported a position in XYLD in Q1 2022 and has held it in 8 quarters since. 273 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Core Wealth Advisors (Florida) held 19,385 shares of Global X S&P 500 Covered Call ETF worth $791K as of Q2 2026.
Core Wealth Advisors (Florida) bought 8,493 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $342K.
Global X S&P 500 Covered Call ETF made up 0.16% of Core Wealth Advisors (Florida)'s portfolio in Q2 2026, its #55 holding.
Core Wealth Advisors (Florida) first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 8 quarters since.
273 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2026, filed 11 Aug 2026.