Key Client Fiduciary Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$440K Buy
10,776
+86
+0.8% +$3.47K 0.13% 141
2026
Q1
$418K Buy
10,690
+2,852
+36% +$115K 0.14% 134
2025
Q4
$318K Sell
7,838
-472
-6% -$18.9K 0.11% 152
2025
Q3
$326K Buy
8,310
+68
+0.8% +$2.65K 0.11% 156
2025
Q2
$321K Buy
8,242
+1,217
+17% +$46.7K 0.13% 152
2025
Q1
$277K Buy
+7,025
New +$292K 0.13% 152

Other funds holding XYLD

Key Client Fiduciary Advisors's XYLD Position: Q2 2026 in Review

Key Client Fiduciary Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.8% in Q2 2026, buying an estimated $3.47K and bringing the position to 10,776 shares worth $440K. The position accounts for 0.13% of the portfolio, ranked #141.

Key Client Fiduciary Advisors first reported a position in XYLD in Q1 2025 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Key Client Fiduciary Advisors held 10,776 shares of Global X S&P 500 Covered Call ETF worth $440K as of Q2 2026.
  • Key Client Fiduciary Advisors bought 86 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $3.47K.
  • Global X S&P 500 Covered Call ETF made up 0.13% of Key Client Fiduciary Advisors's portfolio in Q2 2026, its #141 holding.
  • Key Client Fiduciary Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Key Client Fiduciary Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.