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Kestra Advisory Services’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Kestra Advisory Services’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
Q1 		– Sell
-3,732
Closed -$103K – 4435
2025
Q4 		$103K Buy
+3,732
New +$109K ﹤0.01% 3399

Other funds holding XYLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Kestra Advisory Services's XYLG Position: Q1 2026 in Review

Kestra Advisory Services sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q1 2026, closing a stake of 3,732 shares — an estimated $103K sold.

Kestra Advisory Services first reported a position in XYLG in Q4 2025 and held it in 1 quarter. The position peaked at $103K in Q4 2025. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

  • Kestra Advisory Services reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 3,732 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $103K.
  • Kestra Advisory Services first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's Global X S&P 500 Covered Call & Growth ETF position peaked at $103K in Q4 2025.
  • 29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.