Elevatus Welath Management’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Elevatus Welath Management’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	$216K	Buy	5,300 +28	+0.5%	+$1.13K	0.05%	234
2026 Q1	$206K	Sell	5,272 -480	-8%	-$19.4K	0.11%	132
2025 Q4	$234K	Buy	+5,752	New	+$230K	0.06%	140

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

Elevatus Welath Management's XYLD Position: Q2 2026 in Review

Elevatus Welath Management increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 0.53% in Q2 2026, buying an estimated $1.13K and bringing the position to 5,300 shares worth $216K. The position accounts for 0.05% of the portfolio, ranked #234.

Elevatus Welath Management first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $234K in Q4 2025. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Elevatus Welath Management held 5,300 shares of Global X S&P 500 Covered Call ETF worth $216K as of Q2 2026.
Elevatus Welath Management bought 28 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $1.13K.
Global X S&P 500 Covered Call ETF made up 0.05% of Elevatus Welath Management's portfolio in Q2 2026, its #234 holding.
Elevatus Welath Management first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
Elevatus Welath Management's Global X S&P 500 Covered Call ETF position peaked at $234K 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 Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.