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

HBW 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	$1.32M	Sell	32,320 -2,164	-6%	-$87.2K	0.12%	174
2026 Q1	$1.35M	Buy	34,484 +117	+0.3%	+$4.73K	0.14%	157
2025 Q4	$1.4M	Sell	34,367 -9,912	-22%	-$397K	0.15%	140
2025 Q3	$1.74M	Sell	44,279 -12,087	-21%	-$472K	0.2%	120
2025 Q2	$2.19M	Buy	56,366 +8,822	+19%	+$338K	0.27%	99
2025 Q1	$1.88M	Buy	47,544 +15,158	+47%	+$629K	0.27%	97
2024 Q4	$1.36M	Sell	32,386 -2,451	-7%	-$103K	0.14%	108
2024 Q3	$1.45M	Sell	34,837 -9,390	-21%	-$382K	0.21%	106
2024 Q2	$1.79M	Sell	44,227 -948	-2%	-$38.2K	0.3%	95
2024 Q1	$1.78M	Hold	45,175	–	–	0.33%	93
2023 Q4	$1.78M	Buy	45,175 +1,564	+4%	+$61K	0.33%	93
2023 Q3	$1.7M	Buy	43,611 +449	+1%	+$18.2K	0.35%	88
2023 Q2	$1.77M	Buy	43,162 +1,565	+4%	+$63.7K	0.38%	66
2023 Q1	$1.69M	Buy	41,597 +15,312	+58%	+$617K	0.42%	65
2022 Q4	$1.03M	Buy	26,285 +16,658	+173%	+$663K	0.27%	102
2022 Q3	$367K	Buy	+9,627	New	+$408K	0.1%	173

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

HBW Advisory Services's XYLD Position: Q2 2026 in Review

HBW Advisory Services reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 6.3% in Q2 2026, selling an estimated $87.2K and leaving 32,320 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #174.

HBW Advisory Services first reported a position in XYLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $2.19M in Q2 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

HBW Advisory Services held 32,320 shares of Global X S&P 500 Covered Call ETF worth $1.32M as of Q2 2026.
HBW Advisory Services sold 2,164 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $87.2K.
Global X S&P 500 Covered Call ETF made up 0.12% of HBW Advisory Services's portfolio in Q2 2026, its #174 holding.
HBW Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and has held it in 16 quarters since.
HBW Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $2.19M in Q2 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.