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 Q2	$1.25M	Sell	30,698 -2,855	-9%	-$115K	0.23%	91
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 $1.89T 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

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

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

Garden State Investment Advisory Services's XYLD Position: Q2 2026 in Review

Garden State Investment Advisory Services reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 8.5% in Q2 2026, selling an estimated $115K and leaving 30,698 shares worth $1.25M. The position accounts for 0.23% of the portfolio, ranked #91.

Garden State Investment Advisory Services first reported a position in XYLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.31M in Q1 2026. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Garden State Investment Advisory Services held 30,698 shares of Global X S&P 500 Covered Call ETF worth $1.25M as of Q2 2026.
Garden State Investment Advisory Services sold 2,855 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $115K.
Global X S&P 500 Covered Call ETF made up 0.23% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #91 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 4 quarters since.
Garden State Investment Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $1.31M in Q1 2026.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.