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NFP Retirement Inc’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

NFP Retirement Inc’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 		$654K Buy
16,036
+122
+0.8% +$4.92K 0.04% 180
2026
Q1 		$623K Buy
15,914
+165
+1% +$6.67K 0.04% 176
2025
Q4 		$640K Sell
15,749
-218
-1% -$8.72K 0.04% 170
2025
Q3 		$627K Buy
15,967
+2,181
+16% +$85.1K 0.04% 173
2025
Q2 		$537K Sell
13,786
-3,183
-19% -$122K 0.04% 193
2025
Q1 		$670K Buy
16,969
+8,616
+103% +$358K 0.05% 153
2024
Q4 		$350K Sell
8,353
-1,447
-15% -$60.7K 0.03% 224
2024
Q3 		$407K Buy
9,800
+4,722
+93% +$192K 0.03% 205
2024
Q2 		$205K Sell
5,078
-3,366
-40% -$136K 0.02% 265
2024
Q1 		$344K Sell
8,444
-7,364
-47% -$295K 0.03% 218
2023
Q4 		$623K Sell
15,808
-21,845
-58% -$851K 0.11% 131
2023
Q3 		$1.46M Sell
37,653
-2,060
-5% -$83.5K 0.28% 75
2023
Q2 		$1.63M Sell
39,713
-111
-0.3% -$4.52K 0.3% 70
2023
Q1 		$1.61M Sell
39,824
-466
-1% -$18.8K 0.32% 66
2022
Q4 		$1.59M Buy
40,290
+12,766
+46% +$508K 0.35% 66
2022
Q3 		$1.05M Buy
27,524
+3,069
+13% +$130K 0.26% 78
2022
Q2 		$1.04M Buy
24,455
+2,695
+12% +$123K 0.26% 76
2022
Q1 		$1.08M Buy
+21,760
New +$1.06M 0.26% 79

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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

NFP Retirement Inc's XYLD Position: Q2 2026 in Review

NFP Retirement Inc increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.77% in Q2 2026, buying an estimated $4.92K and bringing the position to 16,036 shares worth $654K. The position accounts for 0.04% of the portfolio, ranked #180.

NFP Retirement Inc first reported a position in XYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.63M in Q2 2023. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • NFP Retirement Inc held 16,036 shares of Global X S&P 500 Covered Call ETF worth $654K as of Q2 2026.
  • NFP Retirement Inc bought 122 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $4.92K.
  • Global X S&P 500 Covered Call ETF made up 0.04% of NFP Retirement Inc's portfolio in Q2 2026, its #180 holding.
  • NFP Retirement Inc first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 18 quarters since.
  • NFP Retirement Inc's Global X S&P 500 Covered Call ETF position peaked at $1.63M in Q2 2023.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on NFP Retirement Inc's 13F filing for Q2 2026, filed 12 Aug 2026.