North Star Investment Management’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

North Star Investment 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
2026 Q1	$6.15K	Buy	234 +20	+9%	+$547	﹤0.01%	1141
2025 Q4	$5.88K	Buy	214 +4	+2%	+$117	﹤0.01%	1067
2025 Q3	$6.05K	Buy	210 +2	+1%	+$56	﹤0.01%	1000
2025 Q2	$5.72K	Buy	208 +4	+2%	+$105	﹤0.01%	986
2025 Q1	$5.4K	Buy	204 +34	+20%	+$945	﹤0.01%	967
2024 Q4	$4.73K	Buy	170 +2	+1%	+$65	﹤0.01%	1014
2024 Q3	$5.4K	Buy	168 +63	+60%	+$1.96K	﹤0.01%	961
2024 Q2	$3.22K	Buy	105 +1	+1%	+$30	﹤0.01%	983
2024 Q1	$3.15K	Buy	+104	New	+$3.04K	﹤0.01%	1042

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

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

North Star Investment Management's XYLG Position: Q1 2026 in Review

North Star Investment Management increased its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 9.3% in Q1 2026, buying an estimated $547 and bringing the position to 234 shares worth $6.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1141.

North Star Investment Management first reported a position in XYLG in Q1 2024 and has held it in 9 quarters since. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

North Star Investment Management held 234 shares of Global X S&P 500 Covered Call & Growth ETF worth $6.15K as of Q1 2026.
North Star Investment Management bought 20 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $547.
Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of North Star Investment Management's portfolio in Q1 2026, its #1141 holding.
North Star Investment Management first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2024 and has held it in 9 quarters since.
29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.