Independent Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Independent Financial Group’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	$864K	Buy	21,185 +101	+0.5%	+$4.07K	0.02%	752
2026 Q1	$825K	Sell	21,084 -5,522	-21%	-$223K	0.02%	696
2025 Q4	$1.08M	Buy	26,606 +1,837	+7%	+$73.5K	0.02%	591
2025 Q3	$972K	Sell	24,769 -12,467	-33%	-$487K	0.02%	605
2025 Q2	$1.45M	Sell	37,236 -52,684	-59%	-$2.02M	0.04%	432
2025 Q1	$3.55M	Sell	89,920 -6,259	-7%	-$260K	0.12%	169
2024 Q4	$4.03M	Sell	96,179 -13,854	-13%	-$581K	0.13%	139
2024 Q3	$4.57M	Sell	110,033 -37,274	-25%	-$1.52M	0.17%	114
2024 Q2	$5.96M	Sell	147,307 -1,949	-1%	-$78.5K	0.24%	78
2024 Q1	$6.09M	Buy	149,256 +19,014	+15%	+$762K	0.28%	77
2023 Q4	$5.14M	Buy	130,242 +21,199	+19%	+$826K	0.27%	78
2023 Q3	$4.24M	Buy	109,043 +11,386	+12%	+$461K	0.28%	77
2023 Q2	$4.01M	Buy	97,657 +73,991	+313%	+$3.01M	0.28%	76
2023 Q1	$958K	Buy	23,666 +18,411	+350%	+$742K	0.08%	286
2022 Q4	$207K	Buy	+5,255	New	+$209K	0.02%	706

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

Independent Financial Group's XYLD Position: Q2 2026 in Review

Independent Financial Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.48% in Q2 2026, buying an estimated $4.07K and bringing the position to 21,185 shares worth $864K. The position accounts for 0.02% of the portfolio, ranked #752.

Independent Financial Group first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $6.09M in Q1 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Independent Financial Group held 21,185 shares of Global X S&P 500 Covered Call ETF worth $864K as of Q2 2026.
Independent Financial Group bought 101 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $4.07K.
Global X S&P 500 Covered Call ETF made up 0.02% of Independent Financial Group's portfolio in Q2 2026, its #752 holding.
Independent Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
Independent Financial Group's Global X S&P 500 Covered Call ETF position peaked at $6.09M in Q1 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.