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

Tactive 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 Q3	$980K	Buy	23,592 +853	+4%	+$35.3K	0.24%	92
2026 Q2	$928K	Buy	22,739 +512	+2%	+$20.6K	0.23%	91
2026 Q1	$870K	Sell	22,227 -253	-1%	-$10.2K	0.25%	97
2025 Q4	$913K	Sell	22,480 -2,310	-9%	-$92.5K	0.27%	93
2025 Q3	$973K	Buy	24,790 +10,562	+74%	+$412K	0.28%	87
2025 Q2	$554K	Buy	+14,228	New	+$546K	0.18%	119

Other funds holding XYLD

SIM

Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return

JWS

Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return

AAG

Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

ELCO Management New York $213M AUM 25.23% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.31B AUM 12.25% 1-Year Est. Return

AMG

APS Management Group Torrance, California $139M AUM 6.66% 1-Year Est. Return

1WM

1900 Wealth Management San Antonio, Texas $1.84B AUM 13.16% 1-Year Est. Return

SWA

Sax Wealth Advisors Parsippany, New Jersey $3.5B AUM 13.73% 1-Year Est. Return

Tactive Advisors's XYLD Position: Q3 2026 in Review

Tactive Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.8% in Q3 2026, buying an estimated $35.3K and bringing the position to 23,592 shares worth $980K. The position accounts for 0.24% of the portfolio, ranked #92.

Tactive Advisors first reported a position in XYLD in Q2 2025 and has held it in 6 quarters since. 20 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

Tactive Advisors held 23,592 shares of Global X S&P 500 Covered Call ETF worth $980K as of Q3 2026.
Tactive Advisors bought 853 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $35.3K.
Global X S&P 500 Covered Call ETF made up 0.24% of Tactive Advisors's portfolio in Q3 2026, its #92 holding.
Tactive Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 6 quarters since.
20 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.