Householder Group Estate & Retirement Specialist’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	–	Sell	-24	Closed	–	–	1261
2024 Q3	$0	Buy	+24	New	+$747	﹤0.01%	1337
2024 Q2	–	Sell	-24	Closed	-$728	–	1356
2024 Q1	$728	Buy	+24	New	+$701	﹤0.01%	1139

Other funds holding XYLG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

GAMC

Garner Asset Management Corp Plano, Texas $308M AUM 41.43% 1-Year Est. Return

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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's XYLG Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q4 2024, closing a stake of 24 shares.

Householder Group Estate & Retirement Specialist first reported a position in XYLG in Q1 2024 and held it in 2 quarters. The position peaked at $728 in Q1 2024. 22 funds tracked by Wall St. Rank hold XYLG as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 24 Global X S&P 500 Covered Call & Growth ETF shares in Q4 2024.
Householder Group Estate & Retirement Specialist first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2024 and held it in 2 quarters.
Householder Group Estate & Retirement Specialist's Global X S&P 500 Covered Call & Growth ETF position peaked at $728 in Q1 2024.
22 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.