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

CreativeOne Wealth’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 		$4.48M Buy
109,728
+14,415
+15% +$581K 0.1% 189
2026
Q1 		$3.73M Sell
95,313
-350
-0.4% -$14.1K 0.09% 222
2025
Q4 		$3.89M Buy
95,663
+2,757
+3% +$110K 0.09% 198
2025
Q3 		$3.65M Buy
92,906
+5,135
+6% +$200K 0.09% 207
2025
Q2 		$3.42M Buy
87,771
+12,852
+17% +$493K 0.09% 211
2025
Q1 		$2.96M Sell
74,919
-4,075
-5% -$169K 0.09% 218
2024
Q4 		$3.31M Sell
78,994
-6,122
-7% -$257K 0.1% 187
2024
Q3 		$3.53M Buy
85,116
+9,266
+12% +$377K 0.12% 159
2024
Q2 		$3.07M Sell
75,850
-18,024
-19% -$726K 0.16% 130
2024
Q1 		$3.83M Buy
93,874
+29,148
+45% +$1.17M 0.15% 133
2023
Q4 		$2.55M Sell
64,726
-2,340
-3% -$91.2K 0.16% 121
2023
Q3 		$2.61M Sell
67,066
-23,005
-26% -$932K 0.19% 107
2023
Q2 		$3.7M Buy
90,071
+57,371
+175% +$2.33M 0.17% 105
2023
Q1 		$1.32M Buy
32,700
+6,276
+24% +$253K 0.07% 260
2022
Q4 		$1.04M Buy
26,424
+3,780
+17% +$150K 0.06% 281
2022
Q3 		$863K Buy
22,644
+1,935
+9% +$81.9K 0.05% 286
2022
Q2 		$883K Sell
20,709
-2,120
-9% -$97K 0.05% 286
2022
Q1 		$1.13M Sell
22,829
-6,212
-21% -$303K 0.06% 257
2021
Q4 		$1.47M Sell
29,041
-4,072
-12% -$204K 0.07% 232
2021
Q3 		$1.61M Buy
33,113
+10,870
+49% +$536K 0.09% 189
2021
Q2 		$1.09M Buy
22,243
+9,768
+78% +$472K 0.07% 241
2021
Q1 		$597K Buy
+12,475
New +$587K 0.05% 302
2020
Q2 		– Sell
-12,377
Closed -$473K – 259
2020
Q1 		$473K Buy
12,377
+4,928
+66% +$233K 0.09% 108
2019
Q4 		$377K Buy
+7,449
New +$370K 0.06% 132
2019
Q3 		– Sell
-5,816
Closed -$284K – 195
2019
Q2 		$284K Buy
+5,816
New +$280K 0.06% 131

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

CreativeOne Wealth's XYLD Position: Q2 2026 in Review

CreativeOne Wealth increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 15% in Q2 2026, buying an estimated $581K and bringing the position to 109,728 shares worth $4.48M. The position accounts for 0.1% of the portfolio, ranked #189.

CreativeOne Wealth first reported a position in XYLD in Q2 2019 and has held it in 25 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • CreativeOne Wealth held 109,728 shares of Global X S&P 500 Covered Call ETF worth $4.48M as of Q2 2026.
  • CreativeOne Wealth bought 14,415 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $581K.
  • Global X S&P 500 Covered Call ETF made up 0.1% of CreativeOne Wealth's portfolio in Q2 2026, its #189 holding.
  • CreativeOne Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q2 2019 and has held it in 25 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.