JTF
XYLD icon

J. Team Financial’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

J. Team Financial’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 		$2.26M Buy
55,455
+11,018
+25% +$444K 2.2% 12
2026
Q1 		$1.74M Sell
44,437
-7,341
-14% -$297K 1.95% 15
2025
Q4 		$2.1M Sell
51,778
-1,145
-2% -$45.8K 2.1% 14
2025
Q3 		$2.08M Buy
+52,923
New +$2.07M 2.11% 14

Other funds holding XYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

J. Team Financial's XYLD Position: Q2 2026 in Review

J. Team Financial increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 25% in Q2 2026, buying an estimated $444K and bringing the position to 55,455 shares worth $2.26M. The position accounts for 2.2% of the portfolio, ranked #12.

J. Team Financial first reported a position in XYLD in Q3 2025 and has held it in 4 quarters since. 146 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • J. Team Financial held 55,455 shares of Global X S&P 500 Covered Call ETF worth $2.26M as of Q2 2026.
  • J. Team Financial bought 11,018 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $444K.
  • Global X S&P 500 Covered Call ETF made up 2.2% of J. Team Financial's portfolio in Q2 2026, its #12 holding.
  • J. Team Financial first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
  • 146 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on J. Team Financial's 13F filing for Q2 2026, filed 27 Jul 2026.