IFP Advisors’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

IFP Advisors’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 Q3	$37.1K	Buy	1,258 +129	+11%	+$3.78K	﹤0.01%	2585
2026 Q2	$32.5K	Buy	1,129 +14	+1%	+$395	﹤0.01%	2667
2026 Q1	$29.3K	Buy	1,115 +90	+9%	+$2.46K	﹤0.01%	2565
2025 Q4	$28.2K	Buy	1,025 +11	+1%	+$321	﹤0.01%	2528
2025 Q3	$29.2K	Sell	1,014 -3,511	-78%	-$98.8K	﹤0.01%	2370
2025 Q2	$125K	Buy	4,525 +1,875	+71%	+$49.3K	﹤0.01%	1520
2025 Q1	$70.2K	Buy	2,650 +515	+24%	+$14.3K	﹤0.01%	1721
2024 Q4	$59.6K	Buy	+2,135	New	+$69.5K	﹤0.01%	1743

Other funds holding XYLG

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

NBC Securities Birmingham, Alabama $1.47B AUM 20.38% 1-Year Est. Return

Private Trust Company Cleveland, Ohio $1.27B AUM 20.99% 1-Year Est. Return

North Star Investment Management Chicago, Illinois $1.85B AUM 21.53% 1-Year Est. Return

IFP Advisors's XYLG Position: Q3 2026 in Review

IFP Advisors increased its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 11% in Q3 2026, buying an estimated $3.78K and bringing the position to 1,258 shares worth $37.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

IFP Advisors first reported a position in XYLG in Q4 2024 and has held it in 8 quarters since. The position peaked at $125K in Q2 2025. 13 funds tracked by Wall St. Rank hold XYLG as of Q3 2026.

IFP Advisors held 1,258 shares of Global X S&P 500 Covered Call & Growth ETF worth $37.1K as of Q3 2026.
IFP Advisors bought 129 Global X S&P 500 Covered Call & Growth ETF shares in Q3 2026, an estimated $3.78K.
Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #2585 holding.
IFP Advisors first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2024 and has held it in 8 quarters since.
IFP Advisors's Global X S&P 500 Covered Call & Growth ETF position peaked at $125K in Q2 2025.
13 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.