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

PKS 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	$685K	Buy	16,787 +1,010	+6%	+$40.7K	0.11%	180
2026 Q1	$617K	Buy	15,777 +306	+2%	+$12.4K	0.14%	145
2025 Q4	$629K	Buy	15,471 +1,395	+10%	+$55.8K	0.14%	137
2025 Q3	$553K	Buy	14,076 +1,053	+8%	+$41.1K	0.12%	145
2025 Q2	$507K	Buy	13,023 +557	+4%	+$21.4K	0.13%	154
2025 Q1	$491K	Buy	12,466 +1,875	+18%	+$77.8K	0.13%	135
2024 Q4	$444K	Buy	+10,591	New	+$444K	0.11%	150

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

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

PKS Advisory Services increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 6.4% in Q2 2026, buying an estimated $40.7K and bringing the position to 16,787 shares worth $685K. The position accounts for 0.11% of the portfolio, ranked #180.

PKS Advisory Services first reported a position in XYLD in Q4 2024 and has held it in 7 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

PKS Advisory Services held 16,787 shares of Global X S&P 500 Covered Call ETF worth $685K as of Q2 2026.
PKS Advisory Services bought 1,010 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $40.7K.
Global X S&P 500 Covered Call ETF made up 0.11% of PKS Advisory Services's portfolio in Q2 2026, its #180 holding.
PKS Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on PKS Advisory Services's 13F filing for Q2 2026, filed 4 Aug 2026.