AlphaCore Capital’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

AlphaCore Capital’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	$222K	Buy	5,437 +145	+3%	+$5.84K	﹤0.01%	1057
2026 Q1	$207K	Sell	5,292 -338	-6%	-$13.7K	﹤0.01%	837
2025 Q4	$229K	Sell	5,630 -424	-7%	-$17K	0.01%	928
2025 Q3	$238K	Buy	6,054 +5,280	+682%	+$206K	0.01%	655
2025 Q2	$30.3K	Sell	774 -5,647	-88%	-$217K	﹤0.01%	877
2025 Q1	$254K	Buy	+6,421	New	+$266K	0.02%	395

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

AlphaCore Capital's XYLD Position: Q2 2026 in Review

AlphaCore Capital increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 2.7% in Q2 2026, buying an estimated $5.84K and bringing the position to 5,437 shares worth $222K. The position accounts for ﹤0.01% of the portfolio, ranked #1057.

AlphaCore Capital first reported a position in XYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $254K in Q1 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

AlphaCore Capital held 5,437 shares of Global X S&P 500 Covered Call ETF worth $222K as of Q2 2026.
AlphaCore Capital bought 145 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $5.84K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of AlphaCore Capital's portfolio in Q2 2026, its #1057 holding.
AlphaCore Capital first reported a position in Global X S&P 500 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
AlphaCore Capital's Global X S&P 500 Covered Call ETF position peaked at $254K in Q1 2025.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on AlphaCore Capital's 13F filing for Q2 2026, filed 6 Aug 2026.