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 Q2	$65.8K	Buy	+1,490	New	+$66.9K	0.02%	426
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 $1.8B AUM 22.23% 1-Year Est. Return

YDMI

Y.D. More Investments Ramat Gan, Israel $3.21B AUM 117.29% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $9.45B AUM 27.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

GCA

Genesee Capital Advisors Auburn, New York $317M AUM 35.41% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $508M AUM 36.67% 1-Year Est. Return

Cape Investment Advisory's DAX Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Global X DAX Germany ETF (DAX) in Q2 2026: 1,490 shares worth $65.8K. The stake represents 0.02% of the portfolio and ranks #426 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in DAX as recently as Q4 2025.

Cape Investment Advisory first reported a position in DAX in Q1 2023 and has held it in 12 quarters since. The position peaked at $67.4K in Q4 2025. 51 funds tracked by Wall St. Rank hold DAX as of Q2 2026.

Cape Investment Advisory held 1,490 shares of Global X DAX Germany ETF worth $65.8K as of Q2 2026.
Global X DAX Germany ETF was a new Cape Investment Advisory position in Q2 2026.
Global X DAX Germany ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #426 holding.
Cape Investment Advisory first reported a position in Global X DAX Germany ETF in Q1 2023 and has held it in 12 quarters since.
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 Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.