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 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

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WWM

Waterway Wealth Management The Woodlands, Texas $490M AUM 13.8% 1-Year Est. Return

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

AAG

Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

BSB

Bangor Savings Bank Bangor, Maine $1.36B AUM 19.29% 1-Year Est. Return

HAS

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Apella Capital's XYLD Position: Q2 2026 in Review

Apella Capital reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.7% in Q2 2026, selling an estimated $35.3K and leaving 50,473 shares worth $2.07M. The position accounts for 0.03% of the portfolio, ranked #258.

Apella Capital first reported a position in XYLD in Q3 2025 and has held it in 4 quarters since. 38 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Apella Capital held 50,473 shares of Global X S&P 500 Covered Call ETF worth $2.07M as of Q2 2026.
Apella Capital sold 875 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $35.3K.
Global X S&P 500 Covered Call ETF made up 0.03% of Apella Capital's portfolio in Q2 2026, its #258 holding.
Apella Capital first reported a position in Global X S&P 500 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
38 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Apella Capital's 13F filing for Q2 2026, filed 8 Jul 2026.