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

LifeSteps Financial’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	$1.63K	Buy	+40	New	+$1.61K	﹤0.01%	698

Other funds holding XYLD

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

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

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

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

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

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

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

LifeSteps Financial's XYLD Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 40 shares worth $1.63K. The stake represents ﹤0.01% of the portfolio and ranks #698 among its holdings.

108 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

LifeSteps Financial held 40 shares of Global X S&P 500 Covered Call ETF worth $1.63K as of Q2 2026.
Global X S&P 500 Covered Call ETF was a new LifeSteps Financial position in Q2 2026.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #698 holding.
108 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.