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

Farther Finance 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
Q3 		$66.7K Buy
1,607
+362
+29% +$15K ﹤0.01% 3178
2026
Q2 		$50.8K Buy
1,245
+13
+1% +$524 ﹤0.01% 3230
2026
Q1 		$48.4K Buy
1,232
+779
+172% +$31.5K ﹤0.01% 3016
2025
Q4 		$18.4K Sell
453
-1,012
-69% -$40.5K ﹤0.01% 3509
2025
Q3 		$57.5K Buy
+1,465
New +$57.2K ﹤0.01% 2364

Other funds holding XYLD

JWS
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return
CRWM
Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Farther Finance Advisors's XYLD Position: Q3 2026 in Review

Farther Finance Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 29% in Q3 2026, buying an estimated $15K and bringing the position to 1,607 shares worth $66.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3178.

Farther Finance Advisors first reported a position in XYLD in Q3 2025 and has held it in 5 quarters since. 9 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • Farther Finance Advisors held 1,607 shares of Global X S&P 500 Covered Call ETF worth $66.7K as of Q3 2026.
  • Farther Finance Advisors bought 362 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $15K.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Farther Finance Advisors's portfolio in Q3 2026, its #3178 holding.
  • Farther Finance Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 5 quarters since.
  • 9 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.