CWM
XYLG icon

Crowley Wealth Management’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Crowley Wealth 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
2025
Q4 		– Sell
-317
Closed -$9.13K – 377
2025
Q3 		$9.13K Hold
317
– – 0.01% 289
2025
Q2 		$8.73K Hold
317
– – 0.01% 281
2025
Q1 		$8.39K Hold
317
– – 0.01% 274
2024
Q4 		$8.84K Buy
+317
New +$10.3K 0.01% 280

Other funds holding XYLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Crowley Wealth Management's XYLG Position: Q4 2025 in Review

Crowley Wealth Management sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q4 2025, closing a stake of 317 shares — an estimated $9.13K sold.

Crowley Wealth Management first reported a position in XYLG in Q4 2024 and held it in 4 quarters. The position peaked at $9.13K in Q3 2025. 28 funds tracked by Wall St. Rank hold XYLG as of Q4 2025.

  • Crowley Wealth Management reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 317 Global X S&P 500 Covered Call & Growth ETF shares in Q4 2025, an estimated $9.13K.
  • Crowley Wealth Management first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Global X S&P 500 Covered Call & Growth ETF position peaked at $9.13K in Q3 2025.
  • 28 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.