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

Tortuga Wealth Management’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
Q1 		$335K Sell
8,549
-1,305
-13% -$52.7K 0.31% 68
2025
Q4 		$400K Buy
+9,854
New +$394K 0.42% 54

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Tortuga Wealth Management's XYLD Position: Q1 2026 in Review

Tortuga Wealth Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 13% in Q1 2026, selling an estimated $52.7K and leaving 8,549 shares worth $335K. The position accounts for 0.31% of the portfolio, ranked #68.

Tortuga Wealth Management first reported a position in XYLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $400K in Q4 2025. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

  • Tortuga Wealth Management held 8,549 shares of Global X S&P 500 Covered Call ETF worth $335K as of Q1 2026.
  • Tortuga Wealth Management sold 1,305 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $52.7K.
  • Global X S&P 500 Covered Call ETF made up 0.31% of Tortuga Wealth Management's portfolio in Q1 2026, its #68 holding.
  • Tortuga Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 2 quarters since.
  • Tortuga Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $400K in Q4 2025.
  • 270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.