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 Q2	$782K	Sell	19,182 -2,070	-10%	-$83.4K	0.04%	226
2026 Q1	$832K	Sell	21,252 -2,712	-11%	-$110K	0.06%	188
2025 Q4	$974K	Sell	23,964 -24,405	-50%	-$977K	0.06%	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 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

Verus Capital Partners's XYLD Position: Q2 2026 in Review

Verus Capital Partners reduced its Global X S&P 500 Covered Call ETF (XYLD) stake by 9.7% in Q2 2026, selling an estimated $83.4K and leaving 19,182 shares worth $782K. The position accounts for 0.04% of the portfolio, ranked #226.

Verus Capital Partners first reported a position in XYLD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.9M in Q3 2025. 276 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Verus Capital Partners held 19,182 shares of Global X S&P 500 Covered Call ETF worth $782K as of Q2 2026.
Verus Capital Partners sold 2,070 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $83.4K.
Global X S&P 500 Covered Call ETF made up 0.04% of Verus Capital Partners's portfolio in Q2 2026, its #226 holding.
Verus Capital Partners first reported a position in Global X S&P 500 Covered Call ETF in Q3 2022 and has held it in 16 quarters since.
Verus Capital Partners's Global X S&P 500 Covered Call ETF position peaked at $1.9M in Q3 2025.
276 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.