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

Elevated 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 		– Sell
-131
Closed -$5.13K – 869
2026
Q1 		$5.13K Hold
131
– – ﹤0.01% 541
2025
Q4 		$5.32K Buy
+131
New +$5.24K ﹤0.01% 517

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
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
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
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

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

Elevated Capital Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2026, closing a stake of 131 shares — an estimated $5.13K sold.

Elevated Capital Advisors first reported a position in XYLD in Q4 2025 and held it in 2 quarters. The position peaked at $5.32K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Elevated Capital Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • Elevated Capital Advisors sold 131 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $5.13K.
  • Elevated Capital Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and held it in 2 quarters.
  • Elevated Capital Advisors's Global X S&P 500 Covered Call ETF position peaked at $5.32K in Q4 2025.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Elevated Capital Advisors's 13F filing for Q2 2026, filed 3 Aug 2026.