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

Prevail Innovative Wealth 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 Q1	–	Sell	-98,292	Closed	-$3.99M	–	240
2025 Q4	$3.99M	Sell	98,292 -39,094	-28%	-$1.56M	0.72%	49
2025 Q3	$5.39M	Buy	137,386 +16,980	+14%	+$663K	1.05%	24
2025 Q2	$4.69M	Buy	120,406 +4,414	+4%	+$169K	1.05%	26
2025 Q1	$4.58M	Buy	115,992 +6,407	+6%	+$266K	1.22%	25
2024 Q4	$4.59M	Buy	+109,585	New	+$4.6M	1.33%	19
2023 Q3	–	Sell	-120,668	Closed	-$4.95M	–	168
2023 Q2	$4.95M	Buy	+120,668	New	+$4.91M	2.72%	5

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Prevail Innovative Wealth Advisors's XYLD Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 98,292 shares — an estimated $3.99M sold.

Prevail Innovative Wealth Advisors first reported a position in XYLD in Q2 2023 and held it in 6 quarters. The position peaked at $5.39M in Q3 2025. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Prevail Innovative Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 98,292 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $3.99M.
Prevail Innovative Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and held it in 6 quarters.
Prevail Innovative Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $5.39M in Q3 2025.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.