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

Juncture Wealth Strategies’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	$6.65M	Buy	160,049 +1,048	+0.7%	+$43.3K	1.7%	10
2026 Q2	$6.49M	Sell	159,001 -14,561	-8%	-$587K	1.69%	11
2026 Q1	$6.79M	Buy	173,562 +291	+0.2%	+$11.8K	2.27%	11
2025 Q4	$7.04M	Buy	173,271 +12,774	+8%	+$511K	2.32%	10
2025 Q3	$6.3M	Buy	160,497 +5,479	+4%	+$214K	2.11%	9
2025 Q2	$6.04M	Buy	155,018 +4,880	+3%	+$187K	2.14%	9
2025 Q1	$5.93M	Buy	150,138 +1,245	+0.8%	+$51.7K	2.3%	9
2024 Q4	$6.24M	Buy	148,893 +16,657	+13%	+$699K	2.32%	9
2024 Q3	$5.49M	Buy	132,236 +4,468	+3%	+$182K	2.12%	9
2024 Q2	$5.17M	Buy	127,768 +7,339	+6%	+$296K	2.16%	8
2024 Q1	$4.91M	Buy	120,429 +13,808	+13%	+$553K	2.11%	8
2023 Q4	$4.21M	Buy	106,621 +12,370	+13%	+$482K	1.91%	13
2023 Q3	$3.67M	Buy	94,251 +419	+0.4%	+$17K	1.79%	12
2023 Q2	$3.85M	Buy	+93,832	New	+$3.82M	1.8%	13

Other funds holding XYLD

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

CCAL

City Center Advisors LLC Troy, Michigan $131M AUM 24.02% 1-Year Est. Return

CRWM

Castle Rock Wealth Management Walnut Creek, California $531M AUM 31.77% 1-Year Est. Return

FHC

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Juncture Wealth Strategies's XYLD Position: Q3 2026 in Review

Juncture Wealth Strategies increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.66% in Q3 2026, buying an estimated $43.3K and bringing the position to 160,049 shares worth $6.65M. The position accounts for 1.7% of the portfolio, ranked #10.

Juncture Wealth Strategies first reported a position in XYLD in Q2 2023 and has held it in 14 quarters since. The position peaked at $7.04M in Q4 2025. 9 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

Juncture Wealth Strategies held 160,049 shares of Global X S&P 500 Covered Call ETF worth $6.65M as of Q3 2026.
Juncture Wealth Strategies bought 1,048 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $43.3K.
Global X S&P 500 Covered Call ETF made up 1.7% of Juncture Wealth Strategies's portfolio in Q3 2026, its #10 holding.
Juncture Wealth Strategies first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and has held it in 14 quarters since.
Juncture Wealth Strategies's Global X S&P 500 Covered Call ETF position peaked at $7.04M in Q4 2025.
9 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Juncture Wealth Strategies's 13F filing for Q3 2026, filed 6 Oct 2026.