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

Creative Planning’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	$546K	Buy	13,390 +5,290	+65%	+$213K	﹤0.01%	3123
2026 Q1	$317K	Sell	8,100 -444	-5%	-$17.9K	﹤0.01%	3383
2025 Q4	$347K	Buy	+8,544	New	+$342K	﹤0.01%	3144
2023 Q3	–	Sell	-16,990	Closed	-$697K	–	3061
2023 Q2	$697K	Buy	+16,990	New	+$691K	﹤0.01%	1342
2022 Q2	–	Sell	-5,093	Closed	-$252K	–	2566
2022 Q1	$252K	Buy	5,093 +935	+22%	+$45.7K	﹤0.01%	1748
2021 Q4	$210K	Buy	+4,158	New	+$209K	﹤0.01%	1842

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

Creative Planning's XYLD Position: Q2 2026 in Review

Creative Planning increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 65% in Q2 2026, buying an estimated $213K and bringing the position to 13,390 shares worth $546K. The position accounts for ﹤0.01% of the portfolio, ranked #3123.

Creative Planning first reported a position in XYLD in Q4 2021 and has held it in 6 quarters since. The position peaked at $697K in Q2 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Creative Planning held 13,390 shares of Global X S&P 500 Covered Call ETF worth $546K as of Q2 2026.
Creative Planning bought 5,290 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $213K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3123 holding.
Creative Planning first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 6 quarters since.
Creative Planning's Global X S&P 500 Covered Call ETF position peaked at $697K in Q2 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.