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Independent Financial Group’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Independent Financial Group’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
Q3 		– Sell
-9,124
Closed -$251K – 1435
2025
Q2 		$251K Sell
9,124
-23,294
-72% -$612K 0.01% 1109
2025
Q1 		$858K Buy
32,418
+7,742
+31% +$215K 0.03% 522
2024
Q4 		$688K Buy
24,676
+3,973
+19% +$129K 0.02% 593
2024
Q3 		$664K Buy
20,703
+10,308
+99% +$321K 0.02% 562
2024
Q2 		$320K Buy
10,395
+3,137
+43% +$94.3K 0.01% 797
2024
Q1 		$220K Buy
+7,258
New +$212K 0.01% 923

Other funds holding XYLG

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Independent Financial Group's XYLG Position: Q3 2025 in Review

Independent Financial Group sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q3 2025, closing a stake of 9,124 shares — an estimated $251K sold.

Independent Financial Group first reported a position in XYLG in Q1 2024 and held it in 6 quarters. The position peaked at $858K in Q1 2025. 28 funds tracked by Wall St. Rank hold XYLG as of Q3 2025.

  • Independent Financial Group reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Independent Financial Group sold 9,124 Global X S&P 500 Covered Call & Growth ETF shares in Q3 2025, an estimated $251K.
  • Independent Financial Group first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2024 and held it in 6 quarters.
  • Independent Financial Group's Global X S&P 500 Covered Call & Growth ETF position peaked at $858K in Q1 2025.
  • 28 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q3 2025.

Based on Independent Financial Group's 13F filing for Q3 2025, filed 15 May 2026.