Envestnet Asset Management’s Global X S&P 500 Collar 95-110 ETF XCLR Stock Holding History

Envestnet Asset Management’s Portfolio XCLR Stock Details XCLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$245K	Sell	8,919 -4,937	-36%	-$134K	﹤0.01%	4547
2026 Q1	$354K	Sell	13,856 -4,619	-25%	-$124K	﹤0.01%	4177
2025 Q4	$498K	Sell	18,475 -4,901	-21%	-$147K	﹤0.01%	3698
2025 Q3	$699K	Buy	23,376 +1,090	+5%	+$31.6K	﹤0.01%	3537
2025 Q2	$629K	Buy	22,286 +1,083	+5%	+$29K	﹤0.01%	3536
2025 Q1	$556K	Buy	21,203 +3,594	+20%	+$99.2K	﹤0.01%	3558
2024 Q4	$487K	Buy	+17,609	New	+$576K	﹤0.01%	3600

Other funds holding XCLR

KWA

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Envestnet Asset Management's XCLR Position: Q2 2026 in Review

Envestnet Asset Management reduced its Global X S&P 500 Collar 95-110 ETF (XCLR) stake by 36% in Q2 2026, selling an estimated $134K and leaving 8,919 shares worth $245K. The position accounts for ﹤0.01% of the portfolio, ranked #4547.

Envestnet Asset Management first reported a position in XCLR in Q4 2024 and has held it in 7 quarters since. The position peaked at $699K in Q3 2025. 3 funds tracked by Wall St. Rank hold XCLR as of Q2 2026.

Envestnet Asset Management held 8,919 shares of Global X S&P 500 Collar 95-110 ETF worth $245K as of Q2 2026.
Envestnet Asset Management sold 4,937 Global X S&P 500 Collar 95-110 ETF shares in Q2 2026, an estimated $134K.
Global X S&P 500 Collar 95-110 ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #4547 holding.
Envestnet Asset Management first reported a position in Global X S&P 500 Collar 95-110 ETF in Q4 2024 and has held it in 7 quarters since.
Envestnet Asset Management's Global X S&P 500 Collar 95-110 ETF position peaked at $699K in Q3 2025.
3 funds tracked by Wall St. Rank held Global X S&P 500 Collar 95-110 ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.