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Pinnacle Wealth Planning Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Pinnacle Wealth Planning 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 		$4.08K Hold
100
– – ﹤0.01% 2342
2026
Q1 		$3.91K Hold
100
– – ﹤0.01% 2311
2025
Q4 		$4.06K Buy
+100
New +$4K ﹤0.01% 2334

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

Pinnacle Wealth Planning Services's XYLD Position: Q2 2026 in Review

Pinnacle Wealth Planning Services held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 100 shares worth $4.08K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

Pinnacle Wealth Planning Services first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Pinnacle Wealth Planning Services held 100 shares of Global X S&P 500 Covered Call ETF worth $4.08K as of Q2 2026.
  • Pinnacle Wealth Planning Services left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #2342 holding.
  • Pinnacle Wealth Planning Services first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.