Osaic Holdings
XYLG icon

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

Osaic Holdings’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 		$917K Buy
34,902
+5,740
+20% +$157K ﹤0.01% 2794
2025
Q4 		$802K Buy
29,162
+3,982
+16% +$116K ﹤0.01% 2902
2025
Q3 		$719K Buy
25,180
+5,866
+30% +$165K ﹤0.01% 3096
2025
Q2 		$532K Buy
19,314
+12,807
+197% +$337K ﹤0.01% 3078
2025
Q1 		$172K Sell
6,507
-64,228
-91% -$1.79M ﹤0.01% 3754
2024
Q4 		$1.97M Buy
70,735
+1,355
+2% +$44.1K ﹤0.01% 1680
2024
Q3 		$2.23M Buy
69,380
+4,684
+7% +$146K 0.01% 1614
2024
Q2 		$1.99M Sell
64,696
-1,258
-2% -$37.8K ﹤0.01% 1637
2024
Q1 		$2M Sell
65,954
-2,227
-3% -$65.1K ﹤0.01% 1693
2023
Q4 		$1.93M Buy
68,181
+19,997
+42% +$544K ﹤0.01% 1890
2023
Q3 		$1.28M Sell
48,184
-13,276
-22% -$367K ﹤0.01% 2394
2023
Q2 		$1.71M Buy
61,460
+6,935
+13% +$186K ﹤0.01% 2018
2023
Q1 		$1.44M Buy
54,525
+53,716
+6,640% +$1.4M ﹤0.01% 2123
2022
Q4 		$21K Buy
809
+312
+63% +$7.9K ﹤0.01% 5546
2022
Q3 		$12K Buy
497
+1
+0.2% +$27 ﹤0.01% 5932
2022
Q2 		$13K Buy
+496
New +$13.9K ﹤0.01% 5924
2022
Q1 		– Sell
-17,785
Closed -$562K – 7535
2021
Q4 		$562K Buy
+17,785
New +$565K ﹤0.01% 2956

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
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

Osaic Holdings's XYLG Position: Q1 2026 in Review

Osaic Holdings increased its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 20% in Q1 2026, buying an estimated $157K and bringing the position to 34,902 shares worth $917K. The position accounts for ﹤0.01% of the portfolio, ranked #2794.

Osaic Holdings first reported a position in XYLG in Q4 2021 and has held it in 17 quarters since. The position peaked at $2.23M in Q3 2024. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

  • Osaic Holdings held 34,902 shares of Global X S&P 500 Covered Call & Growth ETF worth $917K as of Q1 2026.
  • Osaic Holdings bought 5,740 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $157K.
  • Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q1 2026, its #2794 holding.
  • Osaic Holdings first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Osaic Holdings's Global X S&P 500 Covered Call & Growth ETF position peaked at $2.23M 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 Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.