Solutions 4 Wealth’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Solutions 4 Wealth’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	$426K	Buy	10,454 +240	+2%	+$9.67K	0.55%	38
2026 Q1	$400K	Sell	10,214 -1,819	-15%	-$73.5K	0.6%	39
2025 Q4	$489K	Buy	12,033 +1,768	+17%	+$70.8K	0.74%	34
2025 Q3	$403K	Buy	10,265 +1,491	+17%	+$58.2K	0.63%	36
2025 Q2	$342K	Buy	8,774 +258	+3%	+$9.89K	0.57%	39
2025 Q1	$336K	Buy	8,516 +391	+5%	+$16.2K	0.59%	38
2024 Q4	$340K	Buy	8,125 +715	+10%	+$30K	0.62%	40
2024 Q3	$308K	Buy	7,410 +235	+3%	+$9.57K	0.6%	42
2024 Q2	$290K	Buy	7,175 +109	+2%	+$4.39K	0.66%	37
2024 Q1	$288K	Buy	7,066 +210	+3%	+$8.41K	0.81%	32
2023 Q4	$270K	Buy	+6,856	New	+$267K	0.88%	29

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

Solutions 4 Wealth's XYLD Position: Q2 2026 in Review

Solutions 4 Wealth increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.3% in Q2 2026, buying an estimated $9.67K and bringing the position to 10,454 shares worth $426K. The position accounts for 0.55% of the portfolio, ranked #38.

Solutions 4 Wealth first reported a position in XYLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $489K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Solutions 4 Wealth held 10,454 shares of Global X S&P 500 Covered Call ETF worth $426K as of Q2 2026.
Solutions 4 Wealth bought 240 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $9.67K.
Global X S&P 500 Covered Call ETF made up 0.55% of Solutions 4 Wealth's portfolio in Q2 2026, its #38 holding.
Solutions 4 Wealth first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 11 quarters since.
Solutions 4 Wealth's Global X S&P 500 Covered Call ETF position peaked at $489K in Q4 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.