Great Valley Advisor Group
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Great Valley Advisor Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Great Valley Advisor Group’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 		$1.81M Buy
43,539
+38,368
+742% +$1.59M 0.03% 466
2026
Q2 		$211K Sell
5,171
-286
-5% -$11.5K ﹤0.01% 977
2026
Q1 		$214K Buy
+5,457
New +$221K ﹤0.01% 936
2025
Q4 		– Sell
-5,120
Closed -$201K – 990
2025
Q3 		$201K Sell
5,120
-1,023
-17% -$39.9K ﹤0.01% 890
2025
Q2 		$239K Buy
6,143
+935
+18% +$35.8K 0.01% 813
2025
Q1 		$206K Buy
5,208
+116
+2% +$4.81K ﹤0.01% 829
2024
Q4 		$213K Buy
5,092
+91
+2% +$3.82K ﹤0.01% 798
2024
Q3 		$208K Buy
+5,001
New +$204K 0.01% 795
2024
Q1 		– Sell
-5,466
Closed -$216K – 790
2023
Q4 		$216K Sell
5,466
-3,420
-38% -$133K 0.01% 659
2023
Q3 		$346K Sell
8,886
-1,995
-18% -$80.8K 0.01% 519
2023
Q2 		$447K Sell
10,881
-842
-7% -$34.3K 0.02% 467
2023
Q1 		$475K Sell
11,723
-2,248
-16% -$90.6K 0.02% 445
2022
Q4 		$550K Sell
13,971
-4,093
-23% -$163K 0.03% 426
2022
Q3 		$688K Sell
18,064
-9,215
-34% -$390K 0.04% 364
2022
Q2 		$1.16M Buy
27,279
+18,217
+201% +$833K 0.06% 279
2022
Q1 		$449K Buy
+9,062
New +$443K 0.03% 412

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Sumitomo Life Insurance
Sumitomo Life Insurance Tokyo, Japan $6.24B AUM 18.07% 1-Year Est. Return
Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Great Valley Advisor Group's XYLD Position: Q3 2026 in Review

Great Valley Advisor Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 742% in Q3 2026, buying an estimated $1.59M and bringing the position to 43,539 shares worth $1.81M. The position accounts for 0.03% of the portfolio, ranked #466.

Great Valley Advisor Group first reported a position in XYLD in Q1 2022 and has held it in 16 quarters since. 235 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • Great Valley Advisor Group held 43,539 shares of Global X S&P 500 Covered Call ETF worth $1.81M as of Q3 2026.
  • Great Valley Advisor Group bought 38,368 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $1.59M.
  • Global X S&P 500 Covered Call ETF made up 0.03% of Great Valley Advisor Group's portfolio in Q3 2026, its #466 holding.
  • Great Valley Advisor Group first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 16 quarters since.
  • 235 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Great Valley Advisor Group's 13F filing for Q3 2026, filed 9 Nov 2026.