KFA
XYLD icon

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

Kapstone Financial 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 		$223K Hold
5,476
– – 0.09% 153
2026
Q1 		$214K Buy
5,476
+245
+5% +$9.9K 0.11% 133
2025
Q4 		$213K Buy
+5,231
New +$209K 0.11% 114

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

Kapstone Financial Advisors's XYLD Position: Q2 2026 in Review

Kapstone Financial Advisors held its Global X S&P 500 Covered Call ETF (XYLD) position steady in Q2 2026 at 5,476 shares worth $223K. The position accounts for 0.09% of the portfolio, ranked #153.

Kapstone Financial Advisors first reported a position in XYLD in Q4 2025 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

  • Kapstone Financial Advisors held 5,476 shares of Global X S&P 500 Covered Call ETF worth $223K as of Q2 2026.
  • Kapstone Financial Advisors left its Global X S&P 500 Covered Call ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Covered Call ETF made up 0.09% of Kapstone Financial Advisors's portfolio in Q2 2026, its #153 holding.
  • Kapstone Financial Advisors first reported a position in Global X S&P 500 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
  • 274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Kapstone Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.