Cetera Investment Advisers’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Cetera Investment Advisers’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 Q1	$1.5M	Buy	57,158 +7,387	+15%	+$202K	﹤0.01%	2537
2025 Q4	$1.37M	Sell	49,771 -5,481	-10%	-$160K	﹤0.01%	2553
2025 Q3	$1.59M	Buy	55,252 +33,660	+156%	+$948K	﹤0.01%	2372
2025 Q2	$594K	Buy	21,592 +3,611	+20%	+$94.9K	﹤0.01%	2828
2025 Q1	$476K	Buy	17,981 +4,844	+37%	+$135K	﹤0.01%	2887
2024 Q4	$366K	Buy	13,137 +565	+4%	+$18.4K	﹤0.01%	2945
2024 Q3	$403K	Sell	12,572 -9,691	-44%	-$302K	﹤0.01%	2834
2024 Q2	$685K	Sell	22,263 -4,261	-16%	-$128K	﹤0.01%	2352
2024 Q1	$804K	Buy	26,524 +11,310	+74%	+$331K	﹤0.01%	2245
2023 Q4	$430K	Sell	15,214 -50,776	-77%	-$1.38M	﹤0.01%	1567
2023 Q3	$1.76M	Buy	65,990 +4,208	+7%	+$116K	0.02%	809
2023 Q2	$1.72M	Buy	+61,782	New	+$1.66M	0.01%	834

Other funds holding XYLG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

PFO

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Cetera Investment Advisers's XYLG Position: Q1 2026 in Review

Cetera Investment Advisers increased its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 15% in Q1 2026, buying an estimated $202K and bringing the position to 57,158 shares worth $1.5M. The position accounts for ﹤0.01% of the portfolio, ranked #2537.

Cetera Investment Advisers first reported a position in XYLG in Q2 2023 and has held it in 12 quarters since. The position peaked at $1.76M in Q3 2023. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

Cetera Investment Advisers held 57,158 shares of Global X S&P 500 Covered Call & Growth ETF worth $1.5M as of Q1 2026.
Cetera Investment Advisers bought 7,387 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $202K.
Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #2537 holding.
Cetera Investment Advisers first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q2 2023 and has held it in 12 quarters since.
Cetera Investment Advisers's Global X S&P 500 Covered Call & Growth ETF position peaked at $1.76M in Q3 2023.
29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.