Howard Wealth Management
XYLD icon

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

Howard 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
Q3 		$647K Buy
15,583
+575
+4% +$23.8K 0.23% 76
2026
Q2 		$612K Buy
15,008
+650
+5% +$26.2K 0.23% 79
2026
Q1 		$562K Sell
14,358
-63
-0.4% -$2.55K 0.24% 83
2025
Q4 		$586K Sell
14,421
-37
-0.3% -$1.48K 0.26% 75
2025
Q3 		$568K Buy
14,458
+1,201
+9% +$46.9K 0.26% 77
2025
Q2 		$516K Buy
13,257
+1,068
+9% +$40.9K 0.26% 77
2025
Q1 		$481K Buy
12,189
+526
+5% +$21.8K 0.27% 78
2024
Q4 		$489K Buy
11,663
+781
+7% +$32.8K 0.26% 74
2024
Q3 		$452K Buy
10,882
+2,019
+23% +$82.2K 0.26% 76
2024
Q2 		$358K Buy
8,863
+2,655
+43% +$107K 0.28% 70
2024
Q1 		$253K Buy
+6,208
New +$249K 0.21% 89

Other funds holding XYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return

Howard Wealth Management's XYLD Position: Q3 2026 in Review

Howard Wealth Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.8% in Q3 2026, buying an estimated $23.8K and bringing the position to 15,583 shares worth $647K. The position accounts for 0.23% of the portfolio, ranked #76.

Howard Wealth Management first reported a position in XYLD in Q1 2024 and has held it in 11 quarters since. 100 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • Howard Wealth Management held 15,583 shares of Global X S&P 500 Covered Call ETF worth $647K as of Q3 2026.
  • Howard Wealth Management bought 575 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $23.8K.
  • Global X S&P 500 Covered Call ETF made up 0.23% of Howard Wealth Management's portfolio in Q3 2026, its #76 holding.
  • Howard Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and has held it in 11 quarters since.
  • 100 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Howard Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.