Kingswood Wealth Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Kingswood Wealth Advisors’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	$1.15M	Buy	28,304 +363	+1%	+$14.6K	0.05%	375
2026 Q1	$1.09M	Sell	27,941 -11,025	-28%	-$446K	0.05%	363
2025 Q4	$1.58M	Buy	38,966 +14,184	+57%	+$568K	0.08%	256
2025 Q3	$973K	Buy	24,782 +10,298	+71%	+$402K	0.06%	319
2025 Q2	$564K	Buy	14,484 +3,842	+36%	+$147K	0.04%	380
2025 Q1	$420K	Sell	10,642 -4,225	-28%	-$175K	0.04%	442
2024 Q4	$623K	Buy	14,867 +832	+6%	+$34.9K	0.05%	381
2024 Q3	$582K	Buy	+14,035	New	+$572K	0.04%	419

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

Kingswood Wealth Advisors's XYLD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.3% in Q2 2026, buying an estimated $14.6K and bringing the position to 28,304 shares worth $1.15M. The position accounts for 0.05% of the portfolio, ranked #375.

Kingswood Wealth Advisors first reported a position in XYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.58M in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Kingswood Wealth Advisors held 28,304 shares of Global X S&P 500 Covered Call ETF worth $1.15M as of Q2 2026.
Kingswood Wealth Advisors bought 363 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $14.6K.
Global X S&P 500 Covered Call ETF made up 0.05% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #375 holding.
Kingswood Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $1.58M 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 Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.