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

VestGen 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	$445K	Buy	10,908 +2,234	+26%	+$90.1K	0.01%	717
2026 Q1	$352K	Hold	8,674	–	–	0.01%	781
2025 Q4	$352K	Hold	8,674	–	–	0.02%	558
2025 Q3	$341K	Hold	8,674	–	–	0.01%	572
2025 Q2	$338K	Buy	+8,674	New	+$333K	0.01%	481

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

VestGen Advisors's XYLD Position: Q2 2026 in Review

VestGen Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 26% in Q2 2026, buying an estimated $90.1K and bringing the position to 10,908 shares worth $445K. The position accounts for 0.01% of the portfolio, ranked #717.

VestGen Advisors first reported a position in XYLD in Q2 2025 and has held it in 5 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

VestGen Advisors held 10,908 shares of Global X S&P 500 Covered Call ETF worth $445K as of Q2 2026.
VestGen Advisors bought 2,234 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $90.1K.
Global X S&P 500 Covered Call ETF made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #717 holding.
VestGen Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q2 2025 and has held it in 5 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.