LPL Financial
XYLG icon

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

LPL Financial’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 		$1.95M Sell
74,099
-8,580
-10% -$235K ﹤0.01% 3538
2025
Q4 		$2.27M Sell
82,679
-13,944
-14% -$407K ﹤0.01% 3280
2025
Q3 		$2.78M Sell
96,623
-13,885
-13% -$391K ﹤0.01% 3011
2025
Q2 		$3.04M Sell
110,508
-5,098
-4% -$134K ﹤0.01% 2732
2025
Q1 		$3.06M Sell
115,606
-9,391
-8% -$261K ﹤0.01% 2550
2024
Q4 		$3.49M Sell
124,997
-102,358
-45% -$3.33M ﹤0.01% 2379
2024
Q3 		$7.3M Buy
227,355
+102,345
+82% +$3.19M ﹤0.01% 1700
2024
Q2 		$3.85M Buy
125,010
+3,227
+3% +$97K ﹤0.01% 2067
2024
Q1 		$3.69M Sell
121,783
-66,367
-35% -$1.94M ﹤0.01% 2023
2023
Q4 		$5.32M Buy
188,150
+17,882
+11% +$487K ﹤0.01% 1652
2023
Q3 		$4.53M Buy
170,268
+67,439
+66% +$1.87M ﹤0.01% 1656
2023
Q2 		$2.86M Buy
102,829
+37,844
+58% +$1.02M ﹤0.01% 1950
2023
Q1 		$1.72M Buy
64,985
+2,793
+4% +$72.7K ﹤0.01% 2274
2022
Q4 		$1.57M Buy
62,192
+21,050
+51% +$533K ﹤0.01% 2275
2022
Q3 		$983K Buy
41,142
+27,471
+201% +$728K ﹤0.01% 2559
2022
Q2 		$354K Buy
+13,671
New +$382K ﹤0.01% 3491

Other funds holding XYLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's XYLG Position: Q1 2026 in Review

LPL Financial reduced its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 10% in Q1 2026, selling an estimated $235K and leaving 74,099 shares worth $1.95M. The position accounts for ﹤0.01% of the portfolio, ranked #3538.

LPL Financial first reported a position in XYLG in Q2 2022 and has held it in 16 quarters since. The position peaked at $7.3M in Q3 2024. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

  • LPL Financial held 74,099 shares of Global X S&P 500 Covered Call & Growth ETF worth $1.95M as of Q1 2026.
  • LPL Financial sold 8,580 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $235K.
  • Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3538 holding.
  • LPL Financial first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • LPL Financial's Global X S&P 500 Covered Call & Growth ETF position peaked at $7.3M in Q3 2024.
  • 29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.