Level Four Advisory Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$334K Buy
8,195
+626
+8% +$25.2K 0.01% 729
2026
Q1
$296K Buy
7,569
+1,329
+21% +$53.7K 0.01% 717
2025
Q4
$254K Buy
+6,240
New +$250K 0.01% 736
2023
Q4
Sell
-5,547
Closed -$216K 856
2023
Q3
$216K Buy
5,547
+204
+4% +$8.27K 0.01% 669
2023
Q2
$219K Buy
5,343
+100
+2% +$4.07K 0.01% 711
2023
Q1
$212K Buy
+5,243
New +$211K 0.01% 674

Other funds holding XYLD

Level Four Advisory Services's XYLD Position: Q2 2026 in Review

Level Four Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 8.3% in Q2 2026, buying an estimated $25.2K and bringing the position to 8,195 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #729.

Level Four Advisory Services first reported a position in XYLD in Q1 2023 and has held it in 6 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Level Four Advisory Services held 8,195 shares of Global X S&P 500 Covered Call ETF worth $334K as of Q2 2026.
  • Level Four Advisory Services bought 626 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $25.2K.
  • Global X S&P 500 Covered Call ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #729 holding.
  • Level Four Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 6 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.