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

Fortis 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
2025 Q2	–	Sell	-11,896	Closed	-$470K	–	294
2025 Q1	$470K	Buy	+11,896	New	+$494K	0.1%	159
2023 Q2	–	Sell	-750	Closed	-$30.4K	–	641
2023 Q1	$30.4K	Hold	750	–	–	0.02%	355
2022 Q4	$29.5K	Buy	+750	New	+$29.8K	0.02%	357

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Fortis Capital Advisors's XYLD Position: Q2 2025 in Review

Fortis Capital Advisors sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q2 2025, closing a stake of 11,896 shares — an estimated $470K sold.

Fortis Capital Advisors first reported a position in XYLD in Q4 2022 and held it in 3 quarters. The position peaked at $470K in Q1 2025. 253 funds tracked by Wall St. Rank hold XYLD as of Q2 2025.

Fortis Capital Advisors reported no remaining Global X S&P 500 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Fortis Capital Advisors sold 11,896 Global X S&P 500 Covered Call ETF shares in Q2 2025, an estimated $470K.
Fortis Capital Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2022 and held it in 3 quarters.
Fortis Capital Advisors's Global X S&P 500 Covered Call ETF position peaked at $470K in Q1 2025.
253 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2025.

Based on Fortis Capital Advisors's 13F filing for Q2 2025, filed 21 Jul 2025.