Pension & Wealth Management Advisors’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Pension & Wealth Management Advisors’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	$32.3K	Buy	792 +6	+0.8%	+$242	0.01%	366
2026 Q1	$30.8K	Sell	786 -184	-19%	-$7.44K	0.01%	343
2025 Q4	$39.4K	Buy	970 +5	+0.5%	+$200	0.01%	324
2025 Q3	$37.9K	Buy	965 +1	+0.1%	+$39	0.01%	301
2025 Q2	$37.6K	Buy	964 +5	+0.5%	+$192	0.01%	290
2025 Q1	$37.9K	Buy	959 +10	+1%	+$415	0.01%	288
2024 Q4	$39.8K	Sell	949 -76	-7%	-$3.19K	0.02%	280
2024 Q3	$42.6K	Buy	1,025 +5	+0.5%	+$204	0.02%	233
2024 Q2	$41.3K	Buy	1,020 +3	+0.3%	+$121	0.02%	218
2024 Q1	$41.5K	Buy	1,017 +5	+0.5%	+$200	0.03%	210
2023 Q4	$40K	Buy	1,012 +2	+0.2%	+$78	0.03%	198
2023 Q3	$39.3K	Sell	1,010 -5,050	-83%	-$205K	0.03%	174
2023 Q2	$41.3K	Buy	6,060 +5,070	+512%	+$206K	0.03%	170
2023 Q1	$40.1K	Buy	990 +5	+0.5%	+$202	0.03%	169
2022 Q4	$38.8K	Buy	+985	New	+$39.2K	0.03%	164

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pension & Wealth Management Advisors's XYLD Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.76% in Q2 2026, buying an estimated $242 and bringing the position to 792 shares worth $32.3K. The position accounts for 0.01% of the portfolio, ranked #366.

Pension & Wealth Management Advisors first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $42.6K in Q3 2024. 261 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Pension & Wealth Management Advisors held 792 shares of Global X S&P 500 Covered Call ETF worth $32.3K as of Q2 2026.
Pension & Wealth Management Advisors bought 6 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $242.
Global X S&P 500 Covered Call ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #366 holding.
Pension & Wealth Management Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
Pension & Wealth Management Advisors's Global X S&P 500 Covered Call ETF position peaked at $42.6K in Q3 2024.
261 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.