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

Aptus Capital Advisors’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	$64K	Buy	1,570 +884	+129%	+$35.6K	﹤0.01%	1350
2026 Q1	$26.8K	Sell	686 -1	-0.1%	-$40	﹤0.01%	1361
2025 Q4	$27.9K	Sell	687 -10,059	-94%	-$403K	﹤0.01%	1373
2025 Q3	$422K	Sell	10,746 -2,262	-17%	-$88.3K	﹤0.01%	742
2025 Q2	$507K	Buy	13,008 +2,583	+25%	+$99K	﹤0.01%	667
2025 Q1	$412K	Sell	10,425 -2,428	-19%	-$101K	﹤0.01%	697
2024 Q4	$539K	Sell	12,853 -496	-4%	-$20.8K	0.01%	615
2024 Q3	$554K	Sell	13,349 -565	-4%	-$23K	0.01%	516
2024 Q2	$563K	Buy	13,914 +241	+2%	+$9.71K	0.01%	483
2024 Q1	$558K	Buy	13,673 +12,987	+1,893%	+$520K	0.01%	489
2023 Q4	$27.1K	Sell	686 -691	-50%	-$26.9K	﹤0.01%	725
2023 Q3	$53.6K	Hold	1,377	–	–	﹤0.01%	684
2023 Q2	$56.5K	Sell	1,377 -370	-21%	-$15.1K	﹤0.01%	577
2023 Q1	$70.8K	Buy	1,747 +370	+27%	+$14.9K	﹤0.01%	536
2022 Q4	$54.2K	Hold	1,377	–	–	﹤0.01%	594
2022 Q3	$52K	Hold	1,377	–	–	﹤0.01%	551
2022 Q2	$58K	Buy	1,377 +1,056	+329%	+$48.3K	﹤0.01%	466
2022 Q1	$16K	Buy	+321	New	+$15.7K	﹤0.01%	580

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

Aptus Capital Advisors's XYLD Position: Q2 2026 in Review

Aptus Capital Advisors increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 129% in Q2 2026, buying an estimated $35.6K and bringing the position to 1,570 shares worth $64K. The position accounts for ﹤0.01% of the portfolio, ranked #1350.

Aptus Capital Advisors first reported a position in XYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $563K in Q2 2024. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Aptus Capital Advisors held 1,570 shares of Global X S&P 500 Covered Call ETF worth $64K as of Q2 2026.
Aptus Capital Advisors bought 884 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $35.6K.
Global X S&P 500 Covered Call ETF made up ﹤0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #1350 holding.
Aptus Capital Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q1 2022 and has held it in 18 quarters since.
Aptus Capital Advisors's Global X S&P 500 Covered Call ETF position peaked at $563K in Q2 2024.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.