Core Wealth Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Core Wealth Partners’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	$274K	Sell	6,709 -2,294	-25%	-$92.5K	0.12%	146
2026 Q1	$352K	Buy	9,003 +2,232	+33%	+$90.2K	0.16%	118
2025 Q4	$275K	Buy	+6,771	New	+$271K	0.12%	133

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 Partners's XYLD Position: Q2 2026 in Review

Core Wealth Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 25% in Q2 2026, selling an estimated $92.5K and leaving 6,709 shares worth $274K. The position accounts for 0.12% of the portfolio, ranked #146.

Core Wealth Partners first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $352K in Q1 2026. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Core Wealth Partners held 6,709 shares of Global X S&P 500 Covered Call ETF worth $274K as of Q2 2026.
Core Wealth Partners sold 2,294 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $92.5K.
Global X S&P 500 Covered Call ETF made up 0.12% of Core Wealth Partners's portfolio in Q2 2026, its #146 holding.
Core Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
Core Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $352K in Q1 2026.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Core Wealth Partners's 13F filing for Q2 2026, filed 17 Jul 2026.