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 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

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

Juncture Wealth Strategies's XYLD Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 8.4% in Q2 2026, selling an estimated $587K and leaving 159,001 shares worth $6.49M. The position accounts for 1.69% of the portfolio, ranked #11.

Juncture Wealth Strategies first reported a position in XYLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $7.04M in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Juncture Wealth Strategies held 159,001 shares of Global X S&P 500 Covered Call ETF worth $6.49M as of Q2 2026.
Juncture Wealth Strategies sold 14,561 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $587K.
Global X S&P 500 Covered Call ETF made up 1.69% of Juncture Wealth Strategies's portfolio in Q2 2026, its #11 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 13 quarters since.
Juncture Wealth Strategies's Global X S&P 500 Covered Call ETF position peaked at $7.04M in Q4 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.