Comprehensive Money Management Services’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Comprehensive Money Management Services’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	$228K	Hold	8,680	–	–	0.15%	176
2025 Q4	$239K	Hold	8,680	–	–	0.16%	175
2025 Q3	$250K	Buy	8,680 +40	+0.5%	+$1.13K	0.18%	165
2025 Q2	$238K	Sell	8,640 -1,100	-11%	-$28.9K	0.18%	163
2025 Q1	$258K	Hold	9,740	–	–	0.21%	151
2024 Q4	$272K	Buy	+9,740	New	+$317K	0.22%	138

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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

Comprehensive Money Management Services's XYLG Position: Q1 2026 in Review

Comprehensive Money Management Services held its Global X S&P 500 Covered Call & Growth ETF (XYLG) position steady in Q1 2026 at 8,680 shares worth $228K. The position accounts for 0.15% of the portfolio, ranked #176.

Comprehensive Money Management Services first reported a position in XYLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $272K in Q4 2024. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

Comprehensive Money Management Services held 8,680 shares of Global X S&P 500 Covered Call & Growth ETF worth $228K as of Q1 2026.
Comprehensive Money Management Services left its Global X S&P 500 Covered Call & Growth ETF share count unchanged in Q1 2026.
Global X S&P 500 Covered Call & Growth ETF made up 0.15% of Comprehensive Money Management Services's portfolio in Q1 2026, its #176 holding.
Comprehensive Money Management Services first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2024 and has held it in 6 quarters since.
Comprehensive Money Management Services's Global X S&P 500 Covered Call & Growth ETF position peaked at $272K in Q4 2024.
29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on Comprehensive Money Management Services's 13F filing for Q1 2026, filed 23 Apr 2026.