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

Western 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	$3.66M	Buy	89,682 +2,757	+3%	+$111K	0.12%	174
2026 Q1	$3.4M	Buy	86,925 +77,906	+864%	+$3.15M	0.13%	166
2025 Q4	$366K	Buy	9,019 +3,883	+76%	+$155K	0.02%	601
2025 Q3	$202K	Buy	+5,136	New	+$200K	0.01%	740
2025 Q1	–	Sell	-64,027	Closed	-$2.68M	–	793
2024 Q4	$2.68M	Buy	64,027 +7,162	+13%	+$300K	0.14%	146
2024 Q3	$2.36M	Buy	+56,865	New	+$2.32M	0.13%	157
2024 Q1	–	Sell	-36,478	Closed	-$1.44M	–	736
2023 Q4	$1.44M	Buy	36,478 +12,469	+52%	+$486K	0.1%	205
2023 Q3	$934K	Buy	24,009 +12,485	+108%	+$506K	0.08%	265
2023 Q2	$473K	Buy	11,524 +153	+1%	+$6.23K	0.04%	382
2023 Q1	$461K	Buy	+11,371	New	+$458K	0.04%	389
2022 Q4	–	Sell	-5,481	Closed	-$208K	–	810
2022 Q3	$208K	Sell	5,481 -798	-13%	-$33.8K	0.01%	739
2022 Q2	$267K	Sell	6,279 -2,623	-29%	-$120K	0.02%	648
2022 Q1	$440K	Buy	8,902 +4,412	+98%	+$215K	0.02%	565
2021 Q4	$226K	Buy	+4,490	New	+$225K	0.02%	552

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

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

Western Wealth Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 3.2% in Q2 2026, buying an estimated $111K and bringing the position to 89,682 shares worth $3.66M. The position accounts for 0.12% of the portfolio, ranked #174.

Western Wealth Management first reported a position in XYLD in Q4 2021 and has held it in 14 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Western Wealth Management held 89,682 shares of Global X S&P 500 Covered Call ETF worth $3.66M as of Q2 2026.
Western Wealth Management bought 2,757 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $111K.
Global X S&P 500 Covered Call ETF made up 0.12% of Western Wealth Management's portfolio in Q2 2026, its #174 holding.
Western Wealth Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2021 and has held it in 14 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

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