FFA
XYLD icon

Founders Financial Alliance’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Founders Financial Alliance’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 		$1.08M Buy
26,566
+1,229
+5% +$49.5K 0.14% 140
2026
Q1 		$991K Buy
25,337
+5,122
+25% +$207K 0.18% 124
2025
Q4 		$821K Sell
20,215
-1,683
-8% -$67.4K 0.16% 129
2025
Q3 		$860K Buy
21,898
+3,700
+20% +$144K 0.16% 128
2025
Q2 		$709K Buy
18,198
+735
+4% +$28.2K 0.16% 134
2025
Q1 		$690K Buy
17,463
+1,138
+7% +$47.2K 0.17% 134
2024
Q4 		$684K Buy
16,325
+1,167
+8% +$49K 0.19% 113
2024
Q3 		$629K Buy
15,158
+1,222
+9% +$49.8K 0.18% 118
2024
Q2 		$563K Buy
13,936
+1,098
+9% +$44.2K 0.17% 121
2024
Q1 		$524K Buy
12,838
+1,480
+13% +$59.3K 0.16% 130
2023
Q4 		$448K Buy
11,358
+1,274
+13% +$49.7K 0.17% 116
2023
Q3 		$392K Buy
10,084
+5
+0% +$203 0.17% 120
2023
Q2 		$414K Buy
10,079
+2,191
+28% +$89.2K 0.16% 138
2023
Q1 		$319K Buy
7,888
+1,235
+19% +$49.8K 0.16% 139
2022
Q4 		$262K Buy
6,653
+1,194
+22% +$47.5K 0.12% 180
2022
Q3 		$208K Buy
5,459
+1,001
+22% +$42.4K 0.11% 203
2022
Q2 		$190K Buy
4,458
+1,861
+72% +$85.1K 0.1% 212
2022
Q1 		$129K Buy
2,597
+515
+25% +$25.1K 0.06% 245
2021
Q4 		$105K Buy
2,082
+184
+10% +$9.23K 0.04% 295
2021
Q3 		$92K Buy
1,898
+488
+35% +$24.1K 0.04% 286
2021
Q2 		$69K Buy
1,410
+101
+8% +$4.88K 0.03% 322
2021
Q1 		$63K Sell
1,309
-88
-6% -$4.14K 0.03% 313
2020
Q4 		$64K Buy
1,397
+85
+6% +$3.88K 0.04% 278
2020
Q3 		$58K Buy
+1,312
New +$57.9K 0.03% 354

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

Founders Financial Alliance's XYLD Position: Q2 2026 in Review

Founders Financial Alliance increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 4.9% in Q2 2026, buying an estimated $49.5K and bringing the position to 26,566 shares worth $1.08M. The position accounts for 0.14% of the portfolio, ranked #140.

Founders Financial Alliance first reported a position in XYLD in Q3 2020 and has held it in 24 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Founders Financial Alliance held 26,566 shares of Global X S&P 500 Covered Call ETF worth $1.08M as of Q2 2026.
  • Founders Financial Alliance bought 1,229 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $49.5K.
  • Global X S&P 500 Covered Call ETF made up 0.14% of Founders Financial Alliance's portfolio in Q2 2026, its #140 holding.
  • Founders Financial Alliance first reported a position in Global X S&P 500 Covered Call ETF in Q3 2020 and has held it in 24 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.