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

NWF Advisory Services’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	$2.54M	Buy	62,257 +136	+0.2%	+$5.48K	0.24%	81
2026 Q1	$2.43M	Sell	62,121 -581	-0.9%	-$23.5K	0.27%	73
2025 Q4	$2.55M	Sell	62,702 -11,118	-15%	-$445K	0.28%	72
2025 Q3	$2.9M	Sell	73,820 -8,092	-10%	-$316K	0.32%	72
2025 Q2	$3.19M	Buy	81,912 +9,353	+13%	+$359K	0.38%	60
2025 Q1	$2.87M	Buy	+72,559	New	+$3.01M	0.4%	55
2024 Q4	–	Sell	-70,778	Closed	-$2.94M	–	430
2024 Q3	$2.94M	Sell	70,778 -894	-1%	-$36.4K	0.43%	51
2024 Q2	$2.9M	Sell	71,672 -195	-0.3%	-$7.86K	0.46%	46
2024 Q1	$2.93M	Buy	71,867 +2,306	+3%	+$92.4K	0.49%	45
2023 Q4	$2.74M	Sell	69,561 -1,408	-2%	-$54.9K	0.55%	40
2023 Q3	$2.76M	Buy	70,969 +2,280	+3%	+$92.4K	0.65%	35
2023 Q2	$2.82M	Hold	68,689	–	–	0.65%	36
2023 Q1	$2.82M	Buy	+68,689	New	+$2.77M	0.65%	36

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

NWF Advisory Services's XYLD Position: Q2 2026 in Review

NWF Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.22% in Q2 2026, buying an estimated $5.48K and bringing the position to 62,257 shares worth $2.54M. The position accounts for 0.24% of the portfolio, ranked #81.

NWF Advisory Services first reported a position in XYLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $3.19M in Q2 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

NWF Advisory Services held 62,257 shares of Global X S&P 500 Covered Call ETF worth $2.54M as of Q2 2026.
NWF Advisory Services bought 136 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $5.48K.
Global X S&P 500 Covered Call ETF made up 0.24% of NWF Advisory Services's portfolio in Q2 2026, its #81 holding.
NWF Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 13 quarters since.
NWF Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $3.19M in Q2 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.