Cape Investment Advisory’s Global X DAX Germany ETF DAX Stock Holding History

Cape Investment Advisory’s Portfolio DAX Stock Details DAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,478	Closed	-$67.4K	–	427
2025 Q4	$67.4K	Buy	+1,478	New	+$65.8K	0.02%	364
2025 Q3	–	Sell	-1,281	Closed	-$57.6K	–	921
2025 Q2	$57.6K	Buy	1,281 +42	+3%	+$1.77K	0.02%	352
2025 Q1	$48.4K	Sell	1,239 -28	-2%	-$1.05K	0.02%	342
2024 Q4	$42.2K	Buy	1,267 +314	+33%	+$10.6K	0.02%	350
2024 Q3	$33.4K	Sell	953 -56	-6%	-$1.84K	0.01%	375
2024 Q2	$32K	Sell	1,009 -275	-21%	-$9.02K	0.01%	358
2024 Q1	$42.9K	Buy	1,284 +156	+14%	+$4.89K	0.02%	329
2023 Q4	$34.8K	Buy	1,128 +18	+2%	+$512	0.02%	419
2023 Q3	$30.2K	Buy	1,110 +26	+2%	+$752	0.02%	380
2023 Q2	$32.1K	Buy	1,084 +66	+6%	+$1.97K	0.02%	362
2023 Q1	$29.9K	Buy	+1,018	New	+$28.7K	0.02%	356

Other funds holding DAX

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $2.55B AUM 104.35% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $239M AUM 20.45% 1-Year Est. Return

Cape Investment Advisory's DAX Position: Q1 2026 in Review

Cape Investment Advisory sold out of Global X DAX Germany ETF (DAX) in Q1 2026, closing a stake of 1,478 shares — an estimated $67.4K sold.

Cape Investment Advisory first reported a position in DAX in Q1 2023 and held it in 11 quarters. The position peaked at $67.4K in Q4 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q1 2026.

Cape Investment Advisory reported no remaining Global X DAX Germany ETF position as of Q1 2026 after selling out during the quarter.
Cape Investment Advisory sold 1,478 Global X DAX Germany ETF shares in Q1 2026, an estimated $67.4K.
Cape Investment Advisory first reported a position in Global X DAX Germany ETF in Q1 2023 and held it in 11 quarters.
Cape Investment Advisory's Global X DAX Germany ETF position peaked at $67.4K in Q4 2025.
51 funds tracked by Wall St. Rank held Global X DAX Germany ETF as of Q1 2026.

Based on Cape Investment Advisory's 13F filing for Q1 2026, filed 15 May 2026.