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Global X S&p 500 Covered Call Etf etf shares owned by Kapstone Financial Advisors

Quarter-by-quarter ownership of Global X S&p 500 Covered Call Etf etf (XYLD) shares owned by Kapstone Financial Advisors from 13F filings

Historical chart of Kapstone Financial Advisors investment in Global X S&p 500 Covered Call Etf etf

Tip: Access up to 7 years of quarterly data

All positions including Global X S&p 500 Covered Call Etf etf held by Kapstone Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X S&p 500 Covered Call Etf etf by Kapstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $213k 5.2k 40.63

More positions owned by Kapstone Financial Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core High Dv Etf (HDV)
Palantir Technologies Cl A (PLTR)
Meta Platforms Cl A (META)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Procter & Gamble Company (PG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Abbvie (ABBV)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Kapstone Financial Advisors

Top funds holding Global X S&p 500 Covered Call Etf etf

LPL Financial
Sumitomo Life Insurance
Ameriprise Financial
Nissay Asset Management Corp
UBS Group
Wells Fargo & Company
Advisor Group Holdings
Brookstone Capital Management
HighTower Advisors
Envestnet Asset Management
Cetera Investment Advisers
Royal Bank of Canada
Principal Securities
Sims Investment Management
TCG Advisory Services

View all funds holding Global X S&p 500 Covered Call Etf etf