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

Sax 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 Q2	$638K	Buy	16,315 +3,163	+24%	+$127K	0.03%	291
2026 Q1	$534K	Hold	13,152	–	–	0.03%	281
2025 Q4	$534K	Buy	13,152 +2,920	+29%	+$117K	0.03%	288
2025 Q3	$402K	Buy	10,232 +1,062	+12%	+$41.5K	0.02%	311
2025 Q2	$357K	Buy	+9,170	New	+$352K	0.02%	309

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

Sax Wealth Advisors's XYLD Position: Q2 2026 in Review

Sax Wealth Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 24% in Q2 2026, buying an estimated $127K and bringing the position to 16,315 shares worth $638K. The position accounts for 0.03% of the portfolio, ranked #291.

Sax Wealth Advisors first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Sax Wealth Advisors held 16,315 shares of Global X S&P 500 Covered Call ETF worth $638K as of Q2 2026.
Sax Wealth Advisors bought 3,163 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $127K.
Global X S&P 500 Covered Call ETF made up 0.03% of Sax Wealth Advisors's portfolio in Q2 2026, its #291 holding.
Sax Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.