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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$32.3K Buy
792
+6
+0.8% +$242 0.01% 366
2026
Q1 		$30.8K Sell
786
-184
-19% -$7.44K 0.01% 343
2025
Q4 		$39.4K Buy
970
+5
+0.5% +$200 0.01% 324
2025
Q3 		$37.9K Buy
965
+1
+0.1% +$39 0.01% 301
2025
Q2 		$37.6K Buy
964
+5
+0.5% +$192 0.01% 290
2025
Q1 		$37.9K Buy
959
+10
+1% +$415 0.01% 288
2024
Q4 		$39.8K Sell
949
-76
-7% -$3.19K 0.02% 280
2024
Q3 		$42.6K Buy
1,025
+5
+0.5% +$204 0.02% 233
2024
Q2 		$41.3K Buy
1,020
+3
+0.3% +$121 0.02% 218
2024
Q1 		$41.5K Buy
1,017
+5
+0.5% +$200 0.03% 210
2023
Q4 		$40K Buy
1,012
+2
+0.2% +$78 0.03% 198
2023
Q3 		$39.3K Sell
1,010
-5,050
-83% -$205K 0.03% 174
2023
Q2 		$41.3K Buy
6,060
+5,070
+512% +$206K 0.03% 170
2023
Q1 		$40.1K Buy
990
+5
+0.5% +$202 0.03% 169
2022
Q4 		$38.8K Buy
+985
New +$39.2K 0.03% 164

Other funds holding XYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s XYLD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.76% in Q2 2026, buying an estimated $242 and bringing the position to 792 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #366.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.6K in Q3 2024. 165 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 792 shares of Global X S&P 500 Covered Call ETF worth $32.3K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 6 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $242.
  • Global X S&P 500 Covered Call ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #366 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global X S&P 500 Covered Call ETF position peaked at $42.6K in Q3 2024.
  • 165 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.