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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$453K Buy
11,111
+7,246
+187% +$292K 0.25% 53
2026
Q1
$151K Buy
3,865
+939
+32% +$37.9K 0.1% 114
2025
Q4
$119K Buy
2,926
+297
+11% +$11.9K 0.08% 123
2025
Q3
$103K Sell
2,629
-11
-0.4% -$429 0.07% 122
2025
Q2
$103K Buy
2,640
+1,243
+89% +$47.7K 0.08% 116
2025
Q1
$55.2K Buy
1,397
+934
+202% +$38.8K 0.05% 139
2024
Q4
$19.4K Buy
+463
New +$19.4K 0.02% 177

Other funds holding XYLD

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

IMG Wealth Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 187% in Q2 2026, buying an estimated $292K and bringing the position to 11,111 shares worth $453K. The position accounts for 0.25% of the portfolio, ranked #53.

IMG Wealth Management first reported a position in XYLD in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • IMG Wealth Management held 11,111 shares of Global X S&P 500 Covered Call ETF worth $453K as of Q2 2026.
  • IMG Wealth Management bought 7,246 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $292K.
  • Global X S&P 500 Covered Call ETF made up 0.25% of IMG Wealth Management's portfolio in Q2 2026, its #53 holding.
  • IMG Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.