WAP
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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

JWS
Juncture Wealth Strategies Scottsdale, Arizona $384M AUM 27.62% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BSB
Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
CCAL
City Center Advisors LLC Troy, Michigan $123M AUM 32.06% 1-Year Est. Return
GPWM
Grant Private Wealth Management Pleasanton, California $237M AUM 36.07% 1-Year Est. Return