SFG
XYLD icon

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

SageGuard Financial Group’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 		$974K Sell
23,867
-7,361
-24% -$297K 0.14% 101
2026
Q1 		$1.22M Sell
31,228
-6,368
-17% -$257K 0.19% 87
2025
Q4 		$1.53M Buy
+37,596
New +$1.5M 0.24% 77

Other funds holding XYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 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
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

SageGuard Financial Group's XYLD Position: Q2 2026 in Review

SageGuard Financial Group reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 24% in Q2 2026, selling an estimated $297K and leaving 23,867 shares worth $974K. The position accounts for 0.14% of the portfolio, ranked #101.

SageGuard Financial Group first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53M in Q4 2025. 162 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • SageGuard Financial Group held 23,867 shares of Global X S&P 500 Covered Call ETF worth $974K as of Q2 2026.
  • SageGuard Financial Group sold 7,361 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $297K.
  • Global X S&P 500 Covered Call ETF made up 0.14% of SageGuard Financial Group's portfolio in Q2 2026, its #101 holding.
  • SageGuard Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • SageGuard Financial Group's Global X S&P 500 Covered Call ETF position peaked at $1.53M in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.