Golden State Wealth Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Golden State Wealth Management’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	–	Sell	-7,200	Closed	-$282K	–	1712
2026 Q1	$282K	Sell	7,200 -46	-0.6%	-$1.86K	0.03%	336
2025 Q4	$294K	Buy	7,246 +1	+0%	+$40	0.03%	328
2025 Q3	$284K	Buy	7,245 +2	+0%	+$78	0.03%	322
2025 Q2	$282K	Sell	7,243 -5,196	-42%	-$199K	0.03%	310
2025 Q1	$491K	Buy	12,439 +20	+0.2%	+$830	0.07%	207
2024 Q4	$520K	Buy	+12,419	New	+$521K	0.08%	196

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

Golden State Wealth Management's XYLD Position: Q2 2026 in Review

Golden State Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026, closing a stake of 7,200 shares — an estimated $282K sold.

Golden State Wealth Management first reported a position in XYLD in Q4 2024 and held it in 6 quarters. The position peaked at $520K in Q4 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Golden State Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
Golden State Wealth Management sold 7,200 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $282K.
Golden State Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 6 quarters.
Golden State Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $520K in Q4 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.