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

Cypress Financial 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 		$203K Buy
+4,986
New +$201K 0.05% 108

Other funds holding XYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Cypress Financial Planning's XYLD Position: Q2 2026 in Review

Cypress Financial Planning opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 4,986 shares worth $203K. The stake represents 0.05% of the portfolio and ranks #108 among its holdings.

38 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Cypress Financial Planning held 4,986 shares of Global X S&P 500 Covered Call ETF worth $203K as of Q2 2026.
  • Global X S&P 500 Covered Call ETF was a new Cypress Financial Planning position in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up 0.05% of Cypress Financial Planning's portfolio in Q2 2026, its #108 holding.
  • 38 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.