Larson Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Larson Financial Group’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	$46.1K	Buy	1,131 +929	+460%	+$37.4K	﹤0.01%	1555
2026 Q1	$7.91K	Hold	202	–	–	﹤0.01%	2371
2025 Q4	$8.21K	Buy	202 +201	+20,100%	+$8.04K	﹤0.01%	2230
2025 Q3	$42	Sell	1 -400	-100%	-$15.6K	﹤0.01%	3363
2025 Q2	$15.6K	Buy	401 +400	+40,000%	+$15.3K	﹤0.01%	1599
2025 Q1	$40	Hold	1	–	–	﹤0.01%	3006
2024 Q4	$40	Sell	1 -145	-99%	-$6.08K	﹤0.01%	2726
2024 Q3	$6.06K	Buy	146 +145	+14,500%	+$5.91K	﹤0.01%	1630
2024 Q2	$37	Hold	1	–	–	﹤0.01%	2387
2024 Q1	$37	Hold	1	–	–	﹤0.01%	1759
2023 Q4	$35	Hold	1	–	–	﹤0.01%	1766
2023 Q3	$34	Sell	1 -10	-91%	-$405	﹤0.01%	1684
2023 Q2	$442	Sell	11 -83	-88%	-$3.38K	﹤0.01%	1452
2023 Q1	$3.79K	Sell	94 -4	-4%	-$161	﹤0.01%	1143
2022 Q4	$3.86K	Buy	+98	New	+$3.9K	﹤0.01%	1080

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

Larson Financial Group's XYLD Position: Q2 2026 in Review

Larson Financial Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 460% in Q2 2026, buying an estimated $37.4K and bringing the position to 1,131 shares worth $46.1K. The position accounts for ﹤0.01% of the portfolio, ranked #1555.

Larson Financial Group first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Larson Financial Group held 1,131 shares of Global X S&P 500 Covered Call ETF worth $46.1K as of Q2 2026.
Larson Financial Group bought 929 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $37.4K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1555 holding.
Larson Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.