VCP
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Verus Capital Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Verus Capital Partners’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
Q1 		$832K Sell
21,252
-2,712
-11% -$110K 0.06% 188
2025
Q4 		$974K Sell
23,964
-24,405
-50% -$977K 0.07% 171
2025
Q3 		$1.9M Buy
48,369
+9,103
+23% +$355K 0.15% 94
2025
Q2 		$1.53M Buy
39,266
+4,123
+12% +$158K 0.14% 101
2025
Q1 		$1.39M Buy
35,143
+3,043
+9% +$126K 0.14% 101
2024
Q4 		$1.34M Buy
32,100
+3,237
+11% +$136K 0.13% 102
2024
Q3 		$1.2M Buy
28,863
+1,310
+5% +$53.4K 0.12% 113
2024
Q2 		$1.11M Buy
27,553
+1,493
+6% +$60.2K 0.12% 115
2024
Q1 		$1.06M Buy
26,060
+1,503
+6% +$60.2K 0.12% 112
2023
Q4 		$969K Buy
24,557
+408
+2% +$15.9K 0.12% 107
2023
Q3 		$939K Buy
24,149
+815
+3% +$33K 0.13% 103
2023
Q2 		$958K Buy
23,334
+2,957
+15% +$120K 0.14% 102
2023
Q1 		$825K Buy
20,377
+1,616
+9% +$65.1K 0.13% 104
2022
Q4 		$739K Buy
18,761
+4,474
+31% +$178K 0.14% 103
2022
Q3 		$544K Buy
+14,287
New +$605K 0.1% 133

Other funds holding XYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
SLI
Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return
GXJ
Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.96B AUM 23.61% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return