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

Curtis Advisory 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	$936K	Hold	22,946	–	–	0.18%	72
2026 Q1	$898K	Buy	22,946 +69	+0.3%	+$2.79K	0.19%	69
2025 Q4	$929K	Sell	22,877 -214	-0.9%	-$8.56K	0.2%	65
2025 Q3	$907K	Sell	23,091 -156	-0.7%	-$6.09K	0.21%	56
2025 Q2	$905K	Sell	23,247 -767	-3%	-$29.4K	0.23%	53
2025 Q1	$948K	Buy	24,014 +9,353	+64%	+$388K	0.28%	52
2024 Q4	$614K	Buy	14,661 +2,933	+25%	+$123K	0.16%	63
2024 Q3	$487K	Hold	11,728	–	–	0.14%	64
2024 Q2	$474K	Hold	11,728	–	–	0.17%	61
2024 Q1	$478K	Hold	11,728	–	–	0.19%	63
2023 Q4	$463K	Sell	11,728 -1,420	-11%	-$55.4K	0.21%	62
2023 Q3	$511K	Sell	13,148 -18,719	-59%	-$758K	0.17%	59
2023 Q2	$1.31M	Sell	31,867 -600	-2%	-$24.4K	0.42%	33
2023 Q1	$1.31M	Buy	32,467 +99	+0.3%	+$3.99K	0.48%	27
2022 Q4	$1.27M	Buy	32,368 +20,569	+174%	+$818K	0.51%	26
2022 Q3	$450K	Buy	+11,799	New	+$500K	0.18%	56

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

Curtis Advisory Group's XYLD Position: Q2 2026 in Review

Curtis Advisory Group held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 22,946 shares worth $936K. The position accounts for 0.18% of the portfolio, ranked #72.

Curtis Advisory Group first reported a position in XYLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.31M in Q1 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Curtis Advisory Group held 22,946 shares of Global X S&P 500 Covered Call ETF worth $936K as of Q2 2026.
Curtis Advisory Group left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.18% of Curtis Advisory Group's portfolio in Q2 2026, its #72 holding.
Curtis Advisory Group first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and has held it in 16 quarters since.
Curtis Advisory Group's Global X S&P 500 Covered Call ETF position peaked at $1.31M in Q1 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Curtis Advisory Group's 13F filing for Q2 2026, filed 29 Jul 2026.