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

DHJJ Financial Advisors’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	$776	Hold	19	–	–	﹤0.01%	857
2026 Q1	$744	Hold	19	–	–	﹤0.01%	853
2025 Q4	$772	Hold	19	–	–	﹤0.01%	811
2025 Q3	$746	Hold	19	–	–	﹤0.01%	786
2025 Q2	$740	Hold	19	–	–	﹤0.01%	765
2025 Q1	$751	Hold	19	–	–	﹤0.01%	720
2024 Q4	$797	Hold	19	–	–	﹤0.01%	679
2024 Q3	$789	Hold	19	–	–	﹤0.01%	666
2024 Q2	$769	Hold	19	–	–	﹤0.01%	623
2024 Q1	$776	Hold	19	–	–	﹤0.01%	609
2023 Q4	$750	Hold	19	–	–	﹤0.01%	595
2023 Q3	$739	Buy	+19	New	+$770	﹤0.01%	591

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

DHJJ Financial Advisors's XYLD Position: Q2 2026 in Review

DHJJ Financial Advisors held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 19 shares worth $776. The position accounts for ﹤0.01% of the portfolio, ranked #857.

DHJJ Financial Advisors first reported a position in XYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $797 in Q4 2024. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

DHJJ Financial Advisors held 19 shares of Global X S&P 500 Covered Call ETF worth $776 as of Q2 2026.
DHJJ Financial Advisors 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 ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #857 holding.
DHJJ Financial Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Global X S&P 500 Covered Call ETF position peaked at $797 in Q4 2024.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.