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 Q3	$2.61M	Buy	62,887 +7,432	+13%	+$307K	2.27%	13
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

J. Team Financial's XYLD Position: Q3 2026 in Review

J. Team Financial increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 13% in Q3 2026, buying an estimated $307K and bringing the position to 62,887 shares worth $2.61M. The position accounts for 2.27% of the portfolio, ranked #13.

J. Team Financial first reported a position in XYLD in Q3 2025 and has held it in 5 quarters since. 147 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

J. Team Financial held 62,887 shares of Global X S&P 500 Covered Call ETF worth $2.61M as of Q3 2026.
J. Team Financial bought 7,432 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $307K.
Global X S&P 500 Covered Call ETF made up 2.27% of J. Team Financial's portfolio in Q3 2026, its #13 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 5 quarters since.
147 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on J. Team Financial's 13F filing for Q3 2026, filed 3 Nov 2026.