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 Q3	$1.17M	Sell	28,204 -4,116	-13%	-$170K	0.12%	179
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	$1.68M	Buy	41,597 +15,312	+58%	+$617K	0.42%	65
2022 Q4	$1.04M	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

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HBW Advisory Services's XYLD Position: Q3 2026 in Review

HBW Advisory Services reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 13% in Q3 2026, selling an estimated $170K and leaving 28,204 shares worth $1.17M. The position accounts for 0.12% of the portfolio, ranked #179.

HBW Advisory Services first reported a position in XYLD in Q3 2022 and has held it in 17 quarters since. The position peaked at $2.19M in Q2 2025. 51 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

HBW Advisory Services held 28,204 shares of Global X S&P 500 Covered Call ETF worth $1.17M as of Q3 2026.
HBW Advisory Services sold 4,116 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $170K.
Global X S&P 500 Covered Call ETF made up 0.12% of HBW Advisory Services's portfolio in Q3 2026, its #179 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 17 quarters since.
HBW Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $2.19M in Q2 2025.
51 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.