GPWM
XYLD icon

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

Grant Private 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 		$591K Buy
14,480
+4,315
+42% +$174K 0.25% 79
2026
Q1 		$398K Buy
10,165
+983
+11% +$39.7K 0.21% 95
2025
Q4 		$373K Buy
+9,182
New +$367K 0.23% 93

Other funds holding XYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

Grant Private Wealth Management's XYLD Position: Q2 2026 in Review

Grant Private Wealth Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 42% in Q2 2026, buying an estimated $174K and bringing the position to 14,480 shares worth $591K. The position accounts for 0.25% of the portfolio, ranked #79.

Grant Private Wealth Management first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. 38 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Grant Private Wealth Management held 14,480 shares of Global X S&P 500 Covered Call ETF worth $591K as of Q2 2026.
  • Grant Private Wealth Management bought 4,315 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $174K.
  • Global X S&P 500 Covered Call ETF made up 0.25% of Grant Private Wealth Management's portfolio in Q2 2026, its #79 holding.
  • Grant Private Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • 38 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Grant Private Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.