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

Horizon 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	$427K	Hold	10,468	–	–	0.05%	102
2026 Q1	$410K	Hold	10,468	–	–	0.06%	92
2025 Q4	$425K	Hold	10,468	–	–	0.07%	82
2025 Q3	$411K	Buy	10,468 +981	+10%	+$38.3K	0.06%	78
2025 Q2	$369K	Buy	9,487 +3,193	+51%	+$122K	0.06%	71
2025 Q1	$249K	Buy	+6,294	New	+$261K	0.04%	88

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 Wealth Management's XYLD Position: Q2 2026 in Review

Horizon Wealth Management held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 10,468 shares worth $427K. The position accounts for 0.05% of the portfolio, ranked #102.

Horizon Wealth Management first reported a position in XYLD in Q1 2025 and has held it in 6 quarters since. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Horizon Wealth Management held 10,468 shares of Global X S&P 500 Covered Call ETF worth $427K as of Q2 2026.
Horizon Wealth Management 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 0.05% of Horizon Wealth Management's portfolio in Q2 2026, its #102 holding.
Horizon Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Horizon Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.