FHC
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First Heartland Consultants’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

First Heartland Consultants’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 		$390K Buy
9,399
+49
+0.5% +$2.03K 0.03% 397
2026
Q2 		$381K Buy
9,350
+53
+0.6% +$2.14K 0.02% 389
2026
Q1 		$364K Buy
9,297
+51
+0.6% +$2.06K 0.03% 357
2025
Q4 		$376K Buy
9,246
+248
+3% +$9.93K 0.03% 351
2025
Q3 		$353K Buy
8,998
+407
+5% +$15.9K 0.03% 367
2025
Q2 		$335K Buy
8,591
+255
+3% +$9.78K 0.03% 361
2025
Q1 		$329K Buy
8,336
+435
+6% +$18.1K 0.03% 328
2024
Q4 		$331K Buy
7,901
+1,742
+28% +$73.1K 0.03% 325
2024
Q3 		$256K Buy
6,159
+197
+3% +$8.03K 0.03% 376
2024
Q2 		$241K Buy
5,962
+92
+2% +$3.71K 0.02% 377
2024
Q1 		$239K Buy
+5,870
New +$235K 0.02% 376

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
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

First Heartland Consultants's XYLD Position: Q3 2026 in Review

First Heartland Consultants increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.52% in Q3 2026, buying an estimated $2.03K and bringing the position to 9,399 shares worth $390K. The position accounts for 0.03% of the portfolio, ranked #397.

First Heartland Consultants first reported a position in XYLD in Q1 2024 and has held it in 11 quarters since. 9 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • First Heartland Consultants held 9,399 shares of Global X S&P 500 Covered Call ETF worth $390K as of Q3 2026.
  • First Heartland Consultants bought 49 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $2.03K.
  • Global X S&P 500 Covered Call ETF made up 0.03% of First Heartland Consultants's portfolio in Q3 2026, its #397 holding.
  • First Heartland Consultants first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and has held it in 11 quarters since.
  • 9 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on First Heartland Consultants's 13F filing for Q3 2026, filed 8 Oct 2026.