Wealthcare Advisory Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Wealthcare Advisory Partners’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	$255K	Sell	6,262 -6,764	-52%	-$273K	﹤0.01%	937
2026 Q1	$510K	Buy	13,026 +5,529	+74%	+$223K	0.01%	693
2025 Q4	$305K	Sell	7,497 -3,336	-31%	-$134K	0.01%	863
2025 Q3	$425K	Sell	10,833 -884	-8%	-$34.5K	0.01%	720
2025 Q2	$456K	Buy	11,717 +5,187	+79%	+$199K	0.01%	665
2025 Q1	$258K	Buy	6,530 +56	+0.9%	+$2.32K	0.01%	796
2024 Q4	$271K	Buy	6,474 +429	+7%	+$18K	0.01%	750
2024 Q3	$251K	Sell	6,045 -636	-10%	-$25.9K	0.01%	768
2024 Q2	$270K	Buy	6,681 +76	+1%	+$3.06K	0.01%	708
2024 Q1	$269K	Buy	+6,605	New	+$265K	0.01%	705

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

Wealthcare Advisory Partners's XYLD Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 52% in Q2 2026, selling an estimated $273K and leaving 6,262 shares worth $255K. The position accounts for ﹤0.01% of the portfolio, ranked #937.

Wealthcare Advisory Partners first reported a position in XYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $510K in Q1 2026. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Wealthcare Advisory Partners held 6,262 shares of Global X S&P 500 Covered Call ETF worth $255K as of Q2 2026.
Wealthcare Advisory Partners sold 6,764 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $273K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #937 holding.
Wealthcare Advisory Partners first reported a position in Global X S&P 500 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
Wealthcare Advisory Partners's Global X S&P 500 Covered Call ETF position peaked at $510K 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 Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.