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

WCG 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	$464K	Sell	11,370 -503	-4%	-$20.3K	0.01%	505
2026 Q1	$465K	Buy	11,873 +62	+0.5%	+$2.5K	0.01%	467
2025 Q4	$480K	Buy	+11,811	New	+$473K	0.01%	450

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

WCG Wealth Advisors's XYLD Position: Q2 2026 in Review

WCG Wealth Advisors reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 4.2% in Q2 2026, selling an estimated $20.3K and leaving 11,370 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #505.

WCG Wealth Advisors first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $480K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

WCG Wealth Advisors held 11,370 shares of Global X S&P 500 Covered Call ETF worth $464K as of Q2 2026.
WCG Wealth Advisors sold 503 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $20.3K.
Global X S&P 500 Covered Call ETF made up 0.01% of WCG Wealth Advisors's portfolio in Q2 2026, its #505 holding.
WCG Wealth Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
WCG Wealth Advisors's Global X S&P 500 Covered Call ETF position peaked at $480K in Q4 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.