Cape Investment Advisory’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Cape Investment Advisory’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	$81.9K	Buy	+2,008	New	+$80.9K	0.02%	377
2026 Q1	–	Sell	-1,200	Closed	-$48.8K	–	1244
2025 Q4	$48.8K	Buy	+1,200	New	+$48K	0.02%	422
2025 Q3	–	Sell	-200	Closed	-$7.79K	–	1208
2025 Q2	$7.79K	Sell	200 -55	-22%	-$2.11K	﹤0.01%	677
2025 Q1	$10.1K	Sell	255 -1,408	-85%	-$58.4K	﹤0.01%	599
2024 Q4	$69.7K	Buy	1,663 +1,463	+732%	+$61.4K	0.03%	291
2024 Q3	$8.3K	Hold	200	–	–	﹤0.01%	600
2024 Q2	$8.09K	Hold	200	–	–	﹤0.01%	563
2024 Q1	$8.16K	Sell	200 -1,802	-90%	-$72.2K	﹤0.01%	582
2023 Q4	$79K	Buy	2,002 +1,802	+901%	+$70.2K	0.04%	269
2023 Q3	$7.78K	Hold	200	–	–	﹤0.01%	603
2023 Q2	$8.21K	Hold	200	–	–	﹤0.01%	586
2023 Q1	$8.1K	Buy	+200	New	+$8.06K	﹤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

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

Cape Investment Advisory opened a new position in Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026: 2,008 shares worth $81.9K. The stake represents 0.02% of the portfolio and ranks #377 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in XYLD as recently as Q4 2025.

Cape Investment Advisory first reported a position in XYLD in Q1 2023 and has held it in 12 quarters since. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Cape Investment Advisory held 2,008 shares of Global X S&P 500 Covered Call ETF worth $81.9K as of Q2 2026.
Global X S&P 500 Covered Call ETF was a new Cape Investment Advisory position in Q2 2026.
Global X S&P 500 Covered Call ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #377 holding.
Cape Investment Advisory first reported a position in Global X S&P 500 Covered Call ETF in Q1 2023 and has held it in 12 quarters since.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

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