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

Oakmont Advisory Group’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	$680K	Buy	16,670 +4,369	+36%	+$176K	0.57%	41
2026 Q1	$481K	Sell	12,301 -1,949	-14%	-$78.8K	0.49%	48
2025 Q4	$579K	Buy	+14,250	New	+$570K	0.62%	43

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

Oakmont Advisory Group's XYLD Position: Q2 2026 in Review

Oakmont Advisory Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 36% in Q2 2026, buying an estimated $176K and bringing the position to 16,670 shares worth $680K. The position accounts for 0.57% of the portfolio, ranked #41.

Oakmont Advisory Group first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. 273 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Oakmont Advisory Group held 16,670 shares of Global X S&P 500 Covered Call ETF worth $680K as of Q2 2026.
Oakmont Advisory Group bought 4,369 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $176K.
Global X S&P 500 Covered Call ETF made up 0.57% of Oakmont Advisory Group's portfolio in Q2 2026, its #41 holding.
Oakmont Advisory Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
273 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.