PrairieView Wealth Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

PrairieView Wealth Partners’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	$783K	Sell	19,184 -640	-3%	-$25.8K	0.58%	15
2026 Q1	$776K	Sell	19,824 -62	-0.3%	-$2.5K	0.64%	15
2025 Q4	$808K	Sell	19,886 -185	-0.9%	-$7.4K	0.73%	13
2025 Q3	$788K	Sell	20,071 -93	-0.5%	-$3.63K	0.74%	14
2025 Q2	$785K	Buy	+20,164	New	+$773K	0.82%	12

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

PrairieView Wealth Partners's XYLD Position: Q2 2026 in Review

PrairieView Wealth Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.2% in Q2 2026, selling an estimated $25.8K and leaving 19,184 shares worth $783K. The position accounts for 0.58% of the portfolio, ranked #15.

PrairieView Wealth Partners first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $808K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

PrairieView Wealth Partners held 19,184 shares of Global X S&P 500 Covered Call ETF worth $783K as of Q2 2026.
PrairieView Wealth Partners sold 640 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $25.8K.
Global X S&P 500 Covered Call ETF made up 0.58% of PrairieView Wealth Partners's portfolio in Q2 2026, its #15 holding.
PrairieView Wealth Partners first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
PrairieView Wealth Partners's Global X S&P 500 Covered Call ETF position peaked at $808K in Q4 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on PrairieView Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.