Apella Capital, LLC XYLD β€” GLOBAL X FDS

Ownership history in Apella Capital, LLC  Β·  4 quarters on record

AI Ownership Summary

Apella Capital, LLC reported GLOBAL X FDS (XYLD) in 4 quarterly 13F filings from 2025 Q3 through 2026 Q2. Peak portfolio weight reached 0.03% in 2026 Q1. The latest visible filing shows XYLD at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this XYLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Apella Capital, LLC's position in GLOBAL X FDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

XYLD was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

XYLD stock page Apella Capital, LLC fund profile Apella Capital, LLC full holdings
How Apella Capital, LLC held XYLD β€” position size vs. price
% of Fund (quarterly)    XYLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 4 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED β€” β€” β€” 50,473 -875 -1.7% 0.03% $2.1M 2026-07-08 $40.94
2026 Q1 ADDED β€” β€” β€” 51,348 +38,056 +286.3% 0.03% $2.1M 2026-04-20 $39.16
2025 Q4 REDUCED β€” β€” β€” 13,292 -54 -0.4% 0.01% $540K 2026-01-21 $38.63
2025 Q3 INITIATED β€” β€” β€” 13,346 β€” β€” 0.01% $527K 2025-10-17 $36.63

🏒 Other funds also holding XYLD

As of 2026 Q2 β€” sorted by position size

City Center Advisors, LLC 0.51% Grant Private Wealth Management Inc 0.25% Castle Rock Wealth Management, LLC 3Y 7Y 0.11% Bangor Savings Bank 3Y 7Y 0.11% First Heartland Consultants, Inc. 3Y 7Y 0.02% Valeo Financial Advisors, LLC 3Y 7Y 0.02% Trilogy Capital Inc. 3Y 7Y 0.01%

FAQ About Apella Capital, LLC and XYLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has Apella Capital, LLC reported owning XYLD?

Apella Capital, LLC reported XYLD across 4 quarterly 13F filings, from 2025 Q3 through 2026 Q2.

What was the largest reported XYLD position in Apella Capital, LLC's portfolio?

The largest reported portfolio weight for XYLD was 0.03% in 2026 Q1.

What is the latest reported XYLD position on this page?

The most recent filing on this page is 2026 Q2, when Apella Capital, LLC reported 50,473 shares, equal to 0.03% of portfolio, with an estimated market value of $2.1M.

What does the chart on this XYLD ownership page compare?

The chart compares Apella Capital, LLC's quarterly XYLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Apella Capital, LLC time their XYLD position?

Based on 13F filing dates vs. subsequent XYLD price moves, Apella Capital, LLC correctly timed 2 out of 3 reported position changes (67%). The annualised alpha on XYLD relative to SPY over the holding period was -2.7%.

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