Keystone Financial Group (Kentucky)’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Keystone Financial Group (Kentucky)’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	$403K	Buy	+9,868	New	+$398K	0.02%	366

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

Keystone Financial Group (Kentucky)'s XYLD Position: Q2 2026 in Review

Keystone Financial Group (Kentucky) opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 9,868 shares worth $403K. The stake represents 0.02% of the portfolio and ranks #366 among its holdings.

274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Keystone Financial Group (Kentucky) held 9,868 shares of Global X S&P 500 Covered Call ETF worth $403K as of Q2 2026.
Global X S&P 500 Covered Call ETF was a new Keystone Financial Group (Kentucky) position in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.02% of Keystone Financial Group (Kentucky)'s portfolio in Q2 2026, its #366 holding.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2026, filed 29 Jul 2026.