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

Kestra Private Wealth 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	$586K	Sell	14,373 -847	-6%	-$34.1K	0.01%	1155
2026 Q1	$596K	Buy	15,220 +2,007	+15%	+$81.1K	0.01%	1112
2025 Q4	$537K	Buy	13,213 +697	+6%	+$27.9K	0.01%	1124
2025 Q3	$491K	Buy	12,516 +1,534	+14%	+$59.9K	0.01%	1104
2025 Q2	$428K	Buy	10,982 +2,121	+24%	+$81.3K	0.01%	1105
2025 Q1	$350K	Buy	8,861 +69	+0.8%	+$2.86K	0.01%	1127
2024 Q4	$368K	Buy	8,792 +703	+9%	+$29.5K	0.01%	1055
2024 Q3	$336K	Buy	8,089 +834	+11%	+$34K	0.01%	1050
2024 Q2	$293K	Sell	7,255 -486	-6%	-$19.6K	0.01%	1055
2024 Q1	$316K	Buy	7,741 +1,399	+22%	+$56.1K	0.01%	991
2023 Q4	$250K	Buy	6,342 +696	+12%	+$27.1K	0.01%	1028
2023 Q3	$220K	Sell	5,646 -473	-8%	-$19.2K	0.01%	995
2023 Q2	$251K	Buy	+6,119	New	+$249K	0.01%	881
2022 Q4	–	Sell	-10,353	Closed	-$395K	–	1000
2022 Q3	$395K	Buy	10,353 +262	+3%	+$11.1K	0.02%	563
2022 Q2	$431K	Buy	+10,091	New	+$462K	0.02%	547

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 Private Wealth Services's XYLD Position: Q2 2026 in Review

Kestra Private Wealth Services reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 5.6% in Q2 2026, selling an estimated $34.1K and leaving 14,373 shares worth $586K. The position accounts for 0.01% of the portfolio, ranked #1155.

Kestra Private Wealth Services first reported a position in XYLD in Q2 2022 and has held it in 15 quarters since. The position peaked at $596K in Q1 2026. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Kestra Private Wealth Services held 14,373 shares of Global X S&P 500 Covered Call ETF worth $586K as of Q2 2026.
Kestra Private Wealth Services sold 847 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $34.1K.
Global X S&P 500 Covered Call ETF made up 0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1155 holding.
Kestra Private Wealth Services first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 15 quarters since.
Kestra Private Wealth Services's Global X S&P 500 Covered Call ETF position peaked at $596K in Q1 2026.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

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