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

Horizon Financial 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	$40.8K	Hold	1,000	–	–	0.02%	165
2026 Q1	$39.1K	Hold	1,000	–	–	0.02%	118
2025 Q4	$40.6K	Hold	1,000	–	–	0.02%	101
2025 Q3	$39.3K	Hold	1,000	–	–	0.02%	103
2025 Q2	$38.9K	Hold	1,000	–	–	0.02%	89
2025 Q1	$39.5K	Hold	1,000	–	–	0.02%	82
2024 Q4	$41.9K	Hold	1,000	–	–	0.02%	85
2024 Q3	$41.5K	Hold	1,000	–	–	0.02%	82
2024 Q2	$40.4K	Hold	1,000	–	–	0.03%	86
2024 Q1	$40.8K	Buy	+1,000	New	+$40.1K	0.03%	89
2022 Q1	–	Sell	-1,000	Closed	-$50.5K	–	122
2021 Q4	$50.5K	Buy	+1,000	New	+$50.2K	0.03%	75

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

Horizon Financial Services's XYLD Position: Q2 2026 in Review

Horizon Financial Services held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 1,000 shares worth $40.8K. The position accounts for 0.02% of the portfolio, ranked #165.

Horizon Financial Services first reported a position in XYLD in Q4 2021 and has held it in 11 quarters since. The position peaked at $50.5K in Q4 2021. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Horizon Financial Services held 1,000 shares of Global X S&P 500 Covered Call ETF worth $40.8K as of Q2 2026.
Horizon Financial Services left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.02% of Horizon Financial Services's portfolio in Q2 2026, its #165 holding.
Horizon Financial Services first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 11 quarters since.
Horizon Financial Services's Global X S&P 500 Covered Call ETF position peaked at $50.5K in Q4 2021.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Horizon Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.