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 Q3	$2.59M	Buy	62,394 +137	+0.2%	+$5.66K	0.24%	78
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

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FAL

Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

NWF Advisory Services's XYLD Position: Q3 2026 in Review

NWF Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.22% in Q3 2026, buying an estimated $5.66K and bringing the position to 62,394 shares worth $2.59M. The position accounts for 0.24% of the portfolio, ranked #78.

NWF Advisory Services first reported a position in XYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.19M in Q2 2025. 45 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

NWF Advisory Services held 62,394 shares of Global X S&P 500 Covered Call ETF worth $2.59M as of Q3 2026.
NWF Advisory Services bought 137 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $5.66K.
Global X S&P 500 Covered Call ETF made up 0.24% of NWF Advisory Services's portfolio in Q3 2026, its #78 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 14 quarters since.
NWF Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $3.19M in Q2 2025.
45 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.