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

IHT 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	$1.82M	Sell	44,502 -3,294	-7%	-$133K	0.04%	426
2026 Q1	$1.87M	Sell	47,796 -6,890	-13%	-$278K	0.04%	391
2025 Q4	$2.22M	Sell	54,686 -6,522	-11%	-$261K	0.05%	317
2025 Q3	$2.4M	Sell	61,208 -18,787	-23%	-$733K	0.06%	294
2025 Q2	$3.11M	Sell	79,995 -188,672	-70%	-$7.23M	0.09%	230
2025 Q1	$10.6M	Buy	268,667 +73,505	+38%	+$3.05M	0.33%	70
2024 Q4	$8.18M	Sell	195,162 -21,412	-10%	-$898K	0.26%	78
2024 Q3	$8.98M	Sell	216,574 -6,727	-3%	-$274K	0.25%	77
2024 Q2	$9.03M	Sell	223,301 -7,089	-3%	-$286K	0.34%	59
2024 Q1	$9.4M	Sell	230,390 -81,506	-26%	-$3.27M	0.38%	51
2023 Q4	$12.3M	Buy	311,896 +122,998	+65%	+$4.79M	0.55%	32
2023 Q3	$7.35M	Buy	188,898 +161,383	+587%	+$6.54M	0.37%	51
2023 Q2	$1.13M	Buy	27,515 +6,960	+34%	+$283K	0.06%	312
2023 Q1	$832K	Buy	20,555 +8,584	+72%	+$346K	0.05%	346
2022 Q4	$471K	Buy	11,971 +341	+3%	+$13.6K	0.03%	508
2022 Q3	$443K	Buy	+11,630	New	+$492K	0.03%	491

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

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

IHT Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 6.9% in Q2 2026, selling an estimated $133K and leaving 44,502 shares worth $1.82M. The position accounts for 0.04% of the portfolio, ranked #426.

IHT Wealth Management first reported a position in XYLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $12.3M in Q4 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

IHT Wealth Management held 44,502 shares of Global X S&P 500 Covered Call ETF worth $1.82M as of Q2 2026.
IHT Wealth Management sold 3,294 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $133K.
Global X S&P 500 Covered Call ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #426 holding.
IHT Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and has held it in 16 quarters since.
IHT Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $12.3M in Q4 2023.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.