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

AlphaStar Capital 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	$686K	Sell	16,825 -27,963	-62%	-$1.13M	0.04%	132
2026 Q1	$1.75M	Buy	44,788 +7,650	+21%	+$309K	0.13%	83
2025 Q4	$1.51M	Sell	37,138 -7,086	-16%	-$284K	0.11%	91
2025 Q3	$1.74M	Buy	44,224 +13,134	+42%	+$513K	0.15%	71
2025 Q2	$1.21M	Buy	31,090 +9,810	+46%	+$376K	0.09%	153
2025 Q1	$840K	Buy	21,280 +3,060	+17%	+$127K	0.08%	93
2024 Q4	$763K	Buy	+18,220	New	+$764K	0.08%	100
2023 Q3	–	Sell	-19,177	Closed	-$787K	–	275
2023 Q2	$787K	Buy	+19,177	New	+$780K	0.09%	145

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

AlphaStar Capital Management's XYLD Position: Q2 2026 in Review

AlphaStar Capital Management reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 62% in Q2 2026, selling an estimated $1.13M and leaving 16,825 shares worth $686K. The position accounts for 0.04% of the portfolio, ranked #132.

AlphaStar Capital Management first reported a position in XYLD in Q2 2023 and has held it in 8 quarters since. The position peaked at $1.75M in Q1 2026. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

AlphaStar Capital Management held 16,825 shares of Global X S&P 500 Covered Call ETF worth $686K as of Q2 2026.
AlphaStar Capital Management sold 27,963 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $1.13M.
Global X S&P 500 Covered Call ETF made up 0.04% of AlphaStar Capital Management's portfolio in Q2 2026, its #132 holding.
AlphaStar Capital Management first reported a position in Global X S&P 500 Covered Call ETF in Q2 2023 and has held it in 8 quarters since.
AlphaStar Capital Management's Global X S&P 500 Covered Call ETF position peaked at $1.75M in Q1 2026.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on AlphaStar Capital Management's 13F filing for Q2 2026, filed 30 Jul 2026.