Baker Avenue Asset Management’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Baker Avenue Asset Management’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
2023 Q1	–	Sell	-37,865	Closed	-$954K	–	1760
2022 Q4	$954K	Buy	+37,865	New	+$959K	0.06%	175

Other funds holding XYLG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Baker Avenue Asset Management's XYLG Position: Q1 2023 in Review

Baker Avenue Asset Management sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q1 2023, closing a stake of 37,865 shares — an estimated $954K sold.

Baker Avenue Asset Management first reported a position in XYLG in Q4 2022 and held it in 1 quarter. The position peaked at $954K in Q4 2022. 9 funds tracked by Wall St. Rank hold XYLG as of Q1 2023.

Baker Avenue Asset Management reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q1 2023 after selling out during the quarter.
Baker Avenue Asset Management sold 37,865 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2023, an estimated $954K.
Baker Avenue Asset Management first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2022 and held it in 1 quarter.
Baker Avenue Asset Management's Global X S&P 500 Covered Call & Growth ETF position peaked at $954K in Q4 2022.
9 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2023.

Based on Baker Avenue Asset Management's 13F filing for Q1 2023, filed 16 May 2023.