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

KW Wealth Management’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
Q1 		– Sell
-9,660
Closed -$392K – 83
2025
Q4 		$392K Buy
9,660
+1,669
+21% +$66.8K 0.6% 43
2025
Q3 		$314K Buy
+7,991
New +$312K 0.53% 46

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

KW Wealth Management's XYLD Position: Q1 2026 in Review

KW Wealth Management sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 9,660 shares — an estimated $392K sold.

KW Wealth Management first reported a position in XYLD in Q3 2025 and held it in 2 quarters. The position peaked at $392K in Q4 2025. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • KW Wealth Management reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • KW Wealth Management sold 9,660 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $392K.
  • KW Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and held it in 2 quarters.
  • KW Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $392K in Q4 2025.
  • 272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on KW Wealth Management's 13F filing for Q1 2026.