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 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	$241	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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

APS Management Group Torrance, California $130M AUM 17.26% 1-Year Est. Return