Redwood Financial Network’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Redwood Financial Network’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	$617K	Sell	15,118 -59	-0.4%	-$2.38K	0.34%	81
2026 Q1	$594K	Sell	15,177 -140	-0.9%	-$5.66K	0.39%	72
2025 Q4	$622K	Sell	15,317 -147	-1%	-$5.88K	0.4%	74
2025 Q3	$607K	Sell	15,464 -118	-0.8%	-$4.61K	0.38%	74
2025 Q2	$607K	Hold	15,582	–	–	0.41%	66
2025 Q1	$615K	Sell	15,582 -6	-0%	-$249	0.47%	63
2024 Q4	$653K	Sell	15,588 -1	-0%	-$42	0.49%	56
2024 Q3	$647K	Sell	15,589 -76	-0.5%	-$3.1K	0.51%	56
2024 Q2	$633K	Sell	15,665 -104	-0.7%	-$4.19K	0.53%	56
2024 Q1	$643K	Buy	15,769 +2,475	+19%	+$99.2K	0.56%	54
2023 Q4	$524K	Buy	13,294 +348	+3%	+$13.6K	0.51%	64
2023 Q3	$503K	Buy	12,946 +1,231	+11%	+$49.9K	0.53%	63
2023 Q2	$481K	Buy	11,715 +2,377	+25%	+$96.7K	0.45%	75
2023 Q1	$378K	Buy	9,338 +2,591	+38%	+$104K	0.38%	87
2022 Q4	$266K	Buy	+6,747	New	+$268K	0.3%	105

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

Redwood Financial Network's XYLD Position: Q2 2026 in Review

Redwood Financial Network reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.39% in Q2 2026, selling an estimated $2.38K and leaving 15,118 shares worth $617K. The position accounts for 0.34% of the portfolio, ranked #81.

Redwood Financial Network first reported a position in XYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $653K in Q4 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Redwood Financial Network held 15,118 shares of Global X S&P 500 Covered Call ETF worth $617K as of Q2 2026.
Redwood Financial Network sold 59 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $2.38K.
Global X S&P 500 Covered Call ETF made up 0.34% of Redwood Financial Network's portfolio in Q2 2026, its #81 holding.
Redwood Financial Network first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
Redwood Financial Network's Global X S&P 500 Covered Call ETF position peaked at $653K in Q4 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Redwood Financial Network's 13F filing for Q2 2026, filed 7 Aug 2026.