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

Foundations Investment 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	$870K	Sell	21,319 -97	-0.5%	-$3.91K	0.01%	609
2026 Q1	$838K	Sell	21,416 -1,024	-5%	-$41.4K	0.01%	563
2025 Q4	$912K	Sell	22,440 -73	-0.3%	-$2.92K	0.01%	535
2025 Q3	$884K	Sell	22,513 -3,802	-14%	-$148K	0.01%	500
2025 Q2	$1.02M	Buy	26,315 +761	+3%	+$29.2K	0.02%	429
2025 Q1	$1.01M	Buy	25,554 +2,561	+11%	+$106K	0.02%	404
2024 Q4	$963K	Buy	22,993 +5,246	+30%	+$220K	0.02%	407
2024 Q3	$736K	Buy	17,747 +3,954	+29%	+$161K	0.02%	421
2024 Q2	$558K	Buy	13,793 +103	+0.8%	+$4.15K	0.01%	471
2024 Q1	$558K	Sell	13,690 -5,102	-27%	-$204K	0.01%	445
2023 Q4	$750K	Buy	18,792 +238	+1%	+$9.28K	0.02%	355
2023 Q3	$722K	Buy	18,554 +7,507	+68%	+$304K	0.02%	327
2023 Q2	$453K	Sell	11,047 -400	-3%	-$16.3K	0.02%	381
2023 Q1	$464K	Buy	11,447 +498	+5%	+$20.1K	0.02%	335
2022 Q4	$431K	Buy	+10,949	New	+$436K	0.02%	302

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

Foundations Investment Advisors's XYLD Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.45% in Q2 2026, selling an estimated $3.91K and leaving 21,319 shares worth $870K. The position accounts for 0.01% of the portfolio, ranked #609.

Foundations Investment Advisors first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.02M in Q2 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Foundations Investment Advisors held 21,319 shares of Global X S&P 500 Covered Call ETF worth $870K as of Q2 2026.
Foundations Investment Advisors sold 97 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $3.91K.
Global X S&P 500 Covered Call ETF made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #609 holding.
Foundations Investment Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
Foundations Investment Advisors's Global X S&P 500 Covered Call ETF position peaked at $1.02M in Q2 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.