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

Private Wealth Asset Management’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	$8.16K	Hold	200	–	–	﹤0.01%	743
2026 Q1	$7.83K	Hold	200	–	–	﹤0.01%	737
2025 Q4	$8.13K	Hold	200	–	–	﹤0.01%	713
2025 Q3	$7.85K	Buy	+200	New	+$7.81K	﹤0.01%	695

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

Private Wealth Asset Management's XYLD Position: Q2 2026 in Review

Private Wealth Asset Management held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 200 shares worth $8.16K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Private Wealth Asset Management first reported a position in XYLD in Q3 2025 and has held it in 4 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Private Wealth Asset Management held 200 shares of Global X S&P 500 Covered Call ETF worth $8.16K as of Q2 2026.
Private Wealth Asset Management 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 Private Wealth Asset Management's portfolio in Q2 2026, its #743 holding.
Private Wealth Asset Management first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.