Meriwether Wealth & Planning
XYLD icon

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

Meriwether Wealth & Planning’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
Q3 		$10.4K Buy
+250
New +$10.3K ﹤0.01% 416

Other funds holding XYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Waterway Wealth Management
Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return
Thrive Capital Management (Pennsylvania)
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return

Meriwether Wealth & Planning's XYLD Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q3 2026: 250 shares worth $10.4K. The stake represents ﹤0.01% of the portfolio and ranks #416 among its holdings.

86 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • Meriwether Wealth & Planning held 250 shares of Global X S&P 500 Covered Call ETF worth $10.4K as of Q3 2026.
  • Global X S&P 500 Covered Call ETF was a new Meriwether Wealth & Planning position in Q3 2026.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #416 holding.
  • 86 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.