Wealth Enhancement Advisory Services’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Wealth Enhancement Advisory Services’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	$2.18M	Sell	52,981 -3,404	-6%	-$137K	﹤0.01%	1512
2026 Q1	$2.22M	Sell	56,385 -8,846	-14%	-$357K	﹤0.01%	1335
2025 Q4	$2.67M	Sell	65,231 -3,303	-5%	-$132K	﹤0.01%	1355
2025 Q3	$2.7M	Buy	68,534 +11,369	+20%	+$444K	﹤0.01%	1274
2025 Q2	$2.23M	Buy	57,165 +13,490	+31%	+$517K	﹤0.01%	1306
2025 Q1	$1.72M	Buy	43,675 +4,443	+11%	+$184K	﹤0.01%	1321
2024 Q4	$1.64M	Buy	39,232 +10,241	+35%	+$430K	﹤0.01%	1275
2024 Q3	$1.2M	Buy	28,991 +503	+2%	+$20.5K	﹤0.01%	1299
2024 Q2	$1.15M	Buy	28,488 +3,575	+14%	+$144K	﹤0.01%	1214
2024 Q1	$1.02M	Buy	24,913 +373	+2%	+$14.9K	﹤0.01%	1228
2023 Q4	$968K	Buy	24,540 +10,942	+80%	+$427K	﹤0.01%	1191
2023 Q3	$529K	Buy	+13,598	New	+$551K	﹤0.01%	1397

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

Wealth Enhancement Advisory Services's XYLD Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 6% in Q2 2026, selling an estimated $137K and leaving 52,981 shares worth $2.18M. The position accounts for ﹤0.01% of the portfolio, ranked #1512.

Wealth Enhancement Advisory Services first reported a position in XYLD in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q3 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Wealth Enhancement Advisory Services held 52,981 shares of Global X S&P 500 Covered Call ETF worth $2.18M as of Q2 2026.
Wealth Enhancement Advisory Services sold 3,404 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $137K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #1512 holding.
Wealth Enhancement Advisory Services first reported a position in Global X S&P 500 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Global X S&P 500 Covered Call ETF position peaked at $2.7M in Q3 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.