Garden State Investment Advisory Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Garden State Investment Advisory Services’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 Q1	$1.31M	Buy	33,553 +2,894	+9%	+$117K	0.29%	78
2025 Q4	$1.25M	Buy	30,659 +6,243	+26%	+$250K	0.27%	74
2025 Q3	$959K	Buy	+24,416	New	+$953K	0.21%	92

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

GXJ

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Garden State Investment Advisory Services's XYLD Position: Q1 2026 in Review

Garden State Investment Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 9.4% in Q1 2026, buying an estimated $117K and bringing the position to 33,553 shares worth $1.31M. The position accounts for 0.29% of the portfolio, ranked #78.

Garden State Investment Advisory Services first reported a position in XYLD in Q3 2025 and has held it in 3 quarters since. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Garden State Investment Advisory Services held 33,553 shares of Global X S&P 500 Covered Call ETF worth $1.31M as of Q1 2026.
Garden State Investment Advisory Services bought 2,894 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $117K.
Global X S&P 500 Covered Call ETF made up 0.29% of Garden State Investment Advisory Services's portfolio in Q1 2026, its #78 holding.
Garden State Investment Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q1 2026, filed 14 May 2026.