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Napa Wealth Management’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Napa Wealth Management’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
Q2 		– Sell
-19,178
Closed -$507K – 192
2025
Q1 		$507K Buy
+19,178
New +$533K 0.29% 101

Other funds holding XYLG

FMLI
Fukoku Mutual Life Insurance Tokyo, Japan $1.72B AUM 29.29% 1-Year Est. Return
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 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

Napa Wealth Management's XYLG Position: Q2 2025 in Review

Napa Wealth Management sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q2 2025, closing a stake of 19,178 shares — an estimated $507K sold.

Napa Wealth Management first reported a position in XYLG in Q1 2025 and held it in 1 quarter. The position peaked at $507K in Q1 2025. 26 funds tracked by Wall St. Rank hold XYLG as of Q2 2025.

  • Napa Wealth Management reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 19,178 Global X S&P 500 Covered Call & Growth ETF shares in Q2 2025, an estimated $507K.
  • Napa Wealth Management first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2025 and held it in 1 quarter.
  • Napa Wealth Management's Global X S&P 500 Covered Call & Growth ETF position peaked at $507K in Q1 2025.
  • 26 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.