J.W. Cole Advisors’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

J.W. Cole 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
2023 Q4	–	Sell	-65,013	Closed	-$1.73M	–	862
2023 Q3	$1.73M	Buy	65,013 +1,200	+2%	+$33.2K	0.13%	176
2023 Q2	$1.78M	Buy	63,813 +28,687	+82%	+$771K	0.13%	179
2023 Q1	$928K	Buy	+35,126	New	+$914K	0.07%	304

Other funds holding XYLG

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

AAS

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

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

J.W. Cole Advisors's XYLG Position: Q4 2023 in Review

J.W. Cole Advisors sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q4 2023, closing a stake of 65,013 shares — an estimated $1.73M sold.

J.W. Cole Advisors first reported a position in XYLG in Q1 2023 and held it in 3 quarters. The position peaked at $1.78M in Q2 2023. 13 funds tracked by Wall St. Rank hold XYLG as of Q4 2023.

J.W. Cole Advisors reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q4 2023 after selling out during the quarter.
J.W. Cole Advisors sold 65,013 Global X S&P 500 Covered Call & Growth ETF shares in Q4 2023, an estimated $1.73M.
J.W. Cole Advisors first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2023 and held it in 3 quarters.
J.W. Cole Advisors's Global X S&P 500 Covered Call & Growth ETF position peaked at $1.78M in Q2 2023.
13 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q4 2023.

Based on J.W. Cole Advisors's 13F filing for Q4 2023, filed 31 Jan 2024.