Asset Dedication LLC’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Asset Dedication LLC’s Portfolio XYLG Stock Details XYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.88K	Buy	+100	New	+$2.82K	﹤0.01%	995

Other funds holding XYLG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Asset Dedication LLC's XYLG Position: Q2 2026 in Review

Asset Dedication LLC opened a new position in Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q2 2026: 100 shares worth $2.88K. The stake represents ﹤0.01% of the portfolio and ranks #995 among its holdings.

29 funds tracked by Wall St. Rank hold XYLG as of Q2 2026.

Asset Dedication LLC held 100 shares of Global X S&P 500 Covered Call & Growth ETF worth $2.88K as of Q2 2026.
Global X S&P 500 Covered Call & Growth ETF was a new Asset Dedication LLC position in Q2 2026.
Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Asset Dedication LLC's portfolio in Q2 2026, its #995 holding.
29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q2 2026.

Based on Asset Dedication LLC's 13F filing for Q2 2026, filed 30 Jul 2026.