QWM
XYLD icon

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

Quaker Wealth 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
2025
Q2 		– Sell
-321
Closed -$12.7K – 1756
2025
Q1 		$12.7K Buy
+321
New +$13.3K ﹤0.01% 280

Other funds holding XYLD

GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
SIM
Sims Investment Management Cincinnati, Ohio $323M AUM 24.58% 1-Year Est. Return
WWM
Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
CFS
Compass Financial Services West Des Moines, Iowa $268M AUM 17.94% 1-Year Est. Return

Quaker Wealth Management's XYLD Position: Q2 2026 in Review

Quaker Wealth Management 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 #361.

Quaker Wealth Management first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $12.6K in Q3 2025. 95 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Quaker Wealth Management held 100 shares of Global X S&P 500 Covered Call ETF worth $4.08K as of Q2 2026.
  • Quaker Wealth 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 Quaker Wealth Management's portfolio in Q2 2026, its #361 holding.
  • Quaker Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
  • Quaker Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $12.6K in Q3 2025.
  • 95 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Quaker Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.