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 Q3	$355K	Hold	8,549	–	–	0.25%	89
2026 Q2	$349K	Hold	8,549	–	–	0.26%	92
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

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

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

Waterway Wealth Management The Woodlands, Texas $528M AUM 7.89% 1-Year Est. Return

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Tortuga Wealth Management's XYLD Position: Q3 2026 in Review

Tortuga Wealth Management held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q3 2026 at 8,549 shares worth $355K. The position accounts for 0.25% of the portfolio, ranked #89.

Tortuga Wealth Management first reported a position in XYLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $400K in Q4 2025. 172 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

Tortuga Wealth Management held 8,549 shares of Global X S&P 500 Covered Call ETF worth $355K as of Q3 2026.
Tortuga Wealth Management left its Global X S&P 500 Covered Call ETF share count unchanged in Q3 2026.
Global X S&P 500 Covered Call ETF made up 0.25% of Tortuga Wealth Management's portfolio in Q3 2026, its #89 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 4 quarters since.
Tortuga Wealth Management's Global X S&P 500 Covered Call ETF position peaked at $400K in Q4 2025.
172 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Tortuga Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.