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

Turtle Creek 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	–	Sell	-504	Closed	-$19.7K	–	560
2026 Q1	$19.7K	Buy	+504	New	+$20.4K	﹤0.01%	458

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

Turtle Creek Wealth Advisors's XYLD Position: Q2 2026 in Review

Turtle Creek Wealth Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026, closing a stake of 504 shares — an estimated $19.7K sold.

Turtle Creek Wealth Advisors first reported a position in XYLD in Q1 2026 and held it in 1 quarter. The position peaked at $19.7K in Q1 2026. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Turtle Creek Wealth Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
Turtle Creek Wealth Advisors sold 504 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $19.7K.
Turtle Creek Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2026 and held it in 1 quarter.
Turtle Creek Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $19.7K in Q1 2026.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.