IFP Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

IFP Advisors’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	$135K	Buy	3,312 +179	+6%	+$7.21K	﹤0.01%	1771
2026 Q1	$123K	Buy	3,133 +84	+3%	+$3.39K	﹤0.01%	1702
2025 Q4	$124K	Buy	3,049 +115	+4%	+$4.6K	﹤0.01%	1663
2025 Q3	$115K	Sell	2,934 -2,730	-48%	-$107K	﹤0.01%	1594
2025 Q2	$221K	Buy	5,664 +1,312	+30%	+$50.3K	0.01%	1228
2025 Q1	$172K	Buy	4,352 +277	+7%	+$11.5K	0.01%	1246
2024 Q4	$171K	Buy	4,075 +373	+10%	+$15.6K	0.01%	1200
2024 Q3	$154K	Sell	3,702 -1,578	-30%	-$64.3K	0.01%	1211
2024 Q2	$213K	Sell	5,280 -7,363	-58%	-$297K	0.01%	1015
2024 Q1	$516K	Sell	12,643 -3,797	-23%	-$152K	0.02%	596
2023 Q4	$648K	Sell	16,440 -27,766	-63%	-$1.08M	0.03%	502
2023 Q3	$1.72M	Buy	44,206 +3,391	+8%	+$137K	0.08%	272
2023 Q2	$1.68M	Buy	40,815 +3,968	+11%	+$161K	0.07%	294
2023 Q1	$1.57M	Sell	36,847 -6,360	-15%	-$256K	0.07%	279
2022 Q4	$1.85M	Sell	43,207 -38,242	-47%	-$1.52M	0.05%	400
2022 Q3	$3.48M	Buy	81,449 +2,777	+4%	+$118K	0.09%	241
2022 Q2	$3.37M	Hold	78,672	–	–	0.11%	218
2022 Q1	$3.37M	Sell	78,672 -26,615	-25%	-$1.3M	0.11%	218
2021 Q4	$5.32M	Buy	105,287 +56,894	+118%	+$2.85M	0.1%	108
2021 Q3	$2.35M	Buy	48,393 +2,010	+4%	+$99.1K	0.05%	227
2021 Q2	$2.28M	Buy	46,383 +7,356	+19%	+$355K	0.05%	222
2021 Q1	$1.87M	Buy	39,027 +3,787	+11%	+$178K	0.04%	232
2020 Q4	$1.63M	Buy	35,240 +2,183	+7%	+$99.6K	0.07%	242
2020 Q3	$1.47M	Buy	33,057 +498	+2%	+$22K	0.09%	218
2020 Q2	$1.36M	Buy	32,559 +14,192	+77%	+$586K	0.11%	201
2020 Q1	$695K	Buy	18,367 +629	+4%	+$29.8K	0.07%	280
2019 Q4	$903K	Buy	17,738 +1,170	+7%	+$58.1K	0.07%	307
2019 Q3	$808K	Buy	+16,568	New	+$813K	0.05%	358
2019 Q1	$633K	Buy	13,144 +521	+4%	+$24.3K	0.09%	242
2018 Q4	$555K	Buy	12,623 +6,318	+100%	+$307K	0.03%	516
2018 Q3	$328K	Buy	6,305 +325	+5%	+$16.8K	0.01%	842
2018 Q2	$299K	Buy	5,980 +1,095	+22%	+$54.2K	0.01%	877
2018 Q1	$246K	Hold	4,885	–	–	0.01%	900
2017 Q4	$246K	Buy	4,885 +685	+16%	+$34.6K	0.01%	902
2017 Q3	$208K	Buy	4,200 +1,025	+32%	+$50.1K	0.01%	1117
2017 Q2	$154K	Buy	+3,175	New	+$152K	0.01%	1274
2017 Q1	–	Sell	-248	Closed	-$11K	–	4149
2016 Q4	$11K	Sell	248 -331	-57%	-$14.8K	﹤0.01%	2863
2016 Q3	$26K	Buy	579 +1	+0.2%	+$45	﹤0.01%	2250
2016 Q2	$25K	Sell	578 -12,566	-96%	-$545K	﹤0.01%	2212
2016 Q1	$633K	Buy	13,144 +12,573	+2,202%	+$520K	0.09%	242
2015 Q4	$25K	Buy	+571	New	+$25K	﹤0.01%	2043

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

IFP Advisors's XYLD Position: Q2 2026 in Review

IFP Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 5.7% in Q2 2026, buying an estimated $7.21K and bringing the position to 3,312 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #1771.

IFP Advisors first reported a position in XYLD in Q4 2015 and has held it in 41 quarters since. The position peaked at $5.32M in Q4 2021. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

IFP Advisors held 3,312 shares of Global X S&P 500 Covered Call ETF worth $135K as of Q2 2026.
IFP Advisors bought 179 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $7.21K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1771 holding.
IFP Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2015 and has held it in 41 quarters since.
IFP Advisors's Global X S&P 500 Covered Call ETF position peaked at $5.32M in Q4 2021.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.