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

Waterway 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 Q2	$11.9M	Buy	+291,116	New	+$11.7M	2.42%	11

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

Waterway Wealth Management's XYLD Position: Q2 2026 in Review

Waterway Wealth Management opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 291,116 shares worth $11.9M. The stake represents 2.42% of the portfolio and ranks #11 among its holdings.

274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Waterway Wealth Management held 291,116 shares of Global X S&P 500 Covered Call ETF worth $11.9M as of Q2 2026.
Global X S&P 500 Covered Call ETF was a new Waterway Wealth Management position in Q2 2026.
Global X S&P 500 Covered Call ETF made up 2.42% of Waterway Wealth Management's portfolio in Q2 2026, its #11 holding.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Waterway Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.