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 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

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

Howard Wealth Management's XYLD Position: Q2 2026 in Review

Howard Wealth Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 4.5% in Q2 2026, buying an estimated $26.2K and bringing the position to 15,008 shares worth $612K. The position accounts for 0.23% of the portfolio, ranked #79.

Howard Wealth Management first reported a position in XYLD in Q1 2024 and has held it in 10 quarters since. 275 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Howard Wealth Management held 15,008 shares of Global X S&P 500 Covered Call ETF worth $612K as of Q2 2026.
Howard Wealth Management bought 650 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $26.2K.
Global X S&P 500 Covered Call ETF made up 0.23% of Howard Wealth Management's portfolio in Q2 2026, its #79 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 10 quarters since.
275 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Howard Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.