Kestra Advisory Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Kestra Advisory Services’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	$4.46M	Buy	109,404 +1,427	+1%	+$57.5K	0.01%	905
2026 Q1	$4.23M	Sell	107,977 -2,121	-2%	-$85.7K	0.02%	887
2025 Q4	$4.47M	Buy	110,098 +13,803	+14%	+$552K	0.02%	800
2025 Q3	$3.78M	Buy	96,295 +32,937	+52%	+$1.29M	0.02%	825
2025 Q2	$2.47M	Buy	63,358 +6,914	+12%	+$265K	0.01%	976
2025 Q1	$2.23M	Buy	56,444 +24,347	+76%	+$1.01M	0.01%	938
2024 Q4	$1.34M	Buy	32,097 +13,799	+75%	+$579K	0.01%	1226
2024 Q3	$759K	Buy	18,298 +225	+1%	+$9.16K	﹤0.01%	1504
2024 Q2	$731K	Sell	18,073 -10,003	-36%	-$403K	﹤0.01%	1514
2024 Q1	$1.15M	Buy	28,076 +11,670	+71%	+$468K	0.01%	1159
2023 Q4	$647K	Buy	16,406 +2,060	+14%	+$80.3K	0.01%	1369
2023 Q3	$558K	Buy	14,346 +251	+2%	+$10.2K	0.01%	1308
2023 Q2	$579K	Buy	14,095 +2,505	+22%	+$102K	0.01%	1254
2023 Q1	$469K	Sell	11,590 -99	-0.8%	-$3.99K	0.01%	1318
2022 Q4	$460K	Buy	11,689 +889	+8%	+$35.4K	﹤0.01%	1462
2022 Q3	$412K	Buy	10,800 +4,272	+65%	+$181K	﹤0.01%	1421
2022 Q2	$279K	Buy	6,528 +2,047	+46%	+$93.6K	﹤0.01%	1669
2022 Q1	$222K	Buy	+4,481	New	+$219K	﹤0.01%	1788

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

Kestra Advisory Services's XYLD Position: Q2 2026 in Review

Kestra Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.3% in Q2 2026, buying an estimated $57.5K and bringing the position to 109,404 shares worth $4.46M. The position accounts for 0.01% of the portfolio, ranked #905.

Kestra Advisory Services first reported a position in XYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.47M in Q4 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Kestra Advisory Services held 109,404 shares of Global X S&P 500 Covered Call ETF worth $4.46M as of Q2 2026.
Kestra Advisory Services bought 1,427 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $57.5K.
Global X S&P 500 Covered Call ETF made up 0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #905 holding.
Kestra Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 18 quarters since.
Kestra Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $4.47M in Q4 2025.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.