Apella Capital
XYLD icon

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

Apella 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
Q3 		$2.12M Buy
50,602
+129
+0.3% +$5.33K 0.03% 276
2026
Q2 		$2.07M Sell
50,473
-875
-2% -$35.3K 0.03% 258
2026
Q1 		$2.07M Buy
51,348
+38,056
+286% +$1.54M 0.03% 254
2025
Q4 		$540K Sell
13,292
-54
-0.4% -$2.16K 0.01% 349
2025
Q3 		$527K Buy
+13,346
New +$521K 0.01% 320

Other funds holding XYLD

Global X Japan
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.46B AUM 38.43% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Sims Investment Management
Sims Investment Management Cincinnati, Ohio $320M AUM 14.23% 1-Year Est. Return
Juncture Wealth Strategies
Juncture Wealth Strategies Scottsdale, Arizona $390M AUM 19.15% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Ocean Park Asset Management
Ocean Park Asset Management Santa Monica, California $1.65B AUM 1.83% 1-Year Est. Return
Wedbush Securities
Wedbush Securities Los Angeles, California $3.95B AUM 25.45% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Apella Capital's XYLD Position: Q3 2026 in Review

Apella Capital increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.26% in Q3 2026, buying an estimated $5.33K and bringing the position to 50,602 shares worth $2.12M. The position accounts for 0.03% of the portfolio, ranked #276.

Apella Capital first reported a position in XYLD in Q3 2025 and has held it in 5 quarters since. 64 funds tracked by Wall St. Rank hold XYLD as of Q3 2026.

  • Apella Capital held 50,602 shares of Global X S&P 500 Covered Call ETF worth $2.12M as of Q3 2026.
  • Apella Capital bought 129 Global X S&P 500 Covered Call ETF shares in Q3 2026, an estimated $5.33K.
  • Global X S&P 500 Covered Call ETF made up 0.03% of Apella Capital's portfolio in Q3 2026, its #276 holding.
  • Apella Capital first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 5 quarters since.
  • 64 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.