JWCA
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J.W. Cole Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

J.W. Cole Advisors’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 		$7.35M Sell
180,083
-1,247
-0.7% -$50.3K 0.13% 169
2026
Q1 		$7.1M Buy
181,330
+5,880
+3% +$238K 0.24% 85
2025
Q4 		$264K Buy
175,450
+1,010
+0.6% +$40.4K 0.01% 1167
2025
Q3 		$6.85M Sell
174,440
-11,262
-6% -$440K 0.13% 161
2025
Q2 		$7.23M Buy
185,702
+180,418
+3,414% +$6.92M 0.15% 137
2025
Q1 		$209K Sell
5,284
-146,888
-97% -$6.1M 0.01% 1137
2024
Q4 		$6.38M Buy
152,172
+6,998
+5% +$294K 0.26% 82
2024
Q3 		$6.02M Buy
145,174
+6,932
+5% +$282K 0.25% 87
2024
Q2 		$5.59M Sell
138,242
-14,697
-10% -$592K 0.26% 80
2024
Q1 		$6.24M Sell
152,939
-660
-0.4% -$26.4K 0.31% 66
2023
Q4 		$6.06M Buy
153,599
+10,707
+7% +$417K 0.35% 60
2023
Q3 		$5.56M Buy
142,892
+20,734
+17% +$840K 0.41% 48
2023
Q2 		$5.01M Buy
122,158
+82,187
+206% +$3.34M 0.36% 57
2023
Q1 		$1.62M Buy
39,971
+24,348
+156% +$981K 0.12% 205
2022
Q4 		$615K Buy
15,623
+967
+7% +$38.5K 0.05% 363
2022
Q3 		$559K Buy
14,656
+1,115
+8% +$47.2K 0.05% 366
2022
Q2 		$578K Buy
13,541
+3,705
+38% +$169K 0.05% 367
2022
Q1 		$487K Buy
9,836
+3,149
+47% +$154K 0.03% 463
2021
Q4 		$338K Buy
+6,687
New +$335K 0.02% 607

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

J.W. Cole Advisors's XYLD Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.69% in Q2 2026, selling an estimated $50.3K and leaving 180,083 shares worth $7.35M. The position accounts for 0.13% of the portfolio, ranked #169.

J.W. Cole Advisors first reported a position in XYLD in Q4 2021 and has held it in 19 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • J.W. Cole Advisors held 180,083 shares of Global X S&P 500 Covered Call ETF worth $7.35M as of Q2 2026.
  • J.W. Cole Advisors sold 1,247 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $50.3K.
  • Global X S&P 500 Covered Call ETF made up 0.13% of J.W. Cole Advisors's portfolio in Q2 2026, its #169 holding.
  • J.W. Cole Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 19 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.