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

Kovack 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
2023 Q4	–	Sell	-1,075,200	Closed	-$418K	–	619
2023 Q3	$418K	Buy	1,075,200 +180,500	+20%	+$7.31M	0.06%	302
2023 Q2	$367K	Buy	+894,700	New	+$36.4M	0.05%	364
2023 Q1	–	Sell	-8,020	Closed	-$316K	–	658
2022 Q4	$316K	Buy	+8,020	New	+$319K	0.05%	395

Other funds holding XYLD

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SIM

Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

FMLI

Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

CFS

Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Kovack Advisors's XYLD Position: Q2 2026 in Review

Kovack Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.3% in Q2 2026, buying an estimated $22.2K and bringing the position to 17,042 shares worth $696K. The position accounts for 0.03% of the portfolio, ranked #504.

Kovack Advisors first reported a position in XYLD in Q1 2023 and has held it in 11 quarters since. 105 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Kovack Advisors held 17,042 shares of Global X S&P 500 Covered Call ETF worth $696K as of Q2 2026.
Kovack Advisors bought 551 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $22.2K.
Global X S&P 500 Covered Call ETF made up 0.03% of Kovack Advisors's portfolio in Q2 2026, its #504 holding.
Kovack Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 11 quarters since.
105 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Kovack Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.