BFC Planning, Inc.’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

BFC Planning, 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 Q3	$799K	Buy	19,254 +1,520	+9%	+$62.9K	0.03%	456
2026 Q2	$723K	Buy	17,734 +20	+0.1%	+$806	0.03%	485
2026 Q1	$693K	Buy	17,714 +603	+4%	+$24.4K	0.03%	465
2025 Q4	$695K	Buy	17,111 +118	+0.7%	+$4.72K	0.03%	457
2025 Q3	$667K	Buy	16,993 +5,228	+44%	+$204K	0.05%	312
2025 Q2	$458K	Buy	11,765 +1,773	+18%	+$68K	0.04%	379
2025 Q1	$395K	Buy	9,992 +693	+7%	+$28.8K	0.03%	392
2024 Q4	$390K	Sell	9,299 -76	-0.8%	-$3.19K	0.03%	403
2024 Q3	$389K	Buy	+9,375	New	+$382K	0.03%	399

Other funds holding XYLD

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

BFC Planning, Inc.'s XYLD Position: Q3 2026 in Review

BFC Planning, Inc. increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 8.6% in Q3 2026, buying an estimated $62.9K and bringing the position to 19,254 shares worth $799K. The position accounts for 0.03% of the portfolio, ranked #456.

BFC Planning, Inc. first reported a position in XYLD in Q3 2024 and has held it in 9 quarters since. 235 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

BFC Planning, Inc. held 19,254 shares of Global X S&P 500 Covered Call ETF worth $799K as of Q3 2026.
BFC Planning, Inc. bought 1,520 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $62.9K.
Global X S&P 500 Covered Call ETF made up 0.03% of BFC Planning, Inc.'s portfolio in Q3 2026, its #456 holding.
BFC Planning, Inc. first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 9 quarters since.
235 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on BFC Planning, Inc.'s 13F filing for Q3 2026, filed 13 Nov 2026.