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
Q3 		$692K Sell
23,414
-12,356
-35% -$362K ﹤0.01% 3337
2026
Q2 		$1.03M Buy
35,770
+868
+2% +$24.5K ﹤0.01% 2968
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.82B AUM 17.59% 1-Year Est. Return
Whipplewood Advisors
Whipplewood Advisors Littleton, Colorado $148M AUM 4.82% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TopTier Wealth Management
TopTier Wealth Management Muskego, Wisconsin $171M AUM 14.02% 1-Year Est. Return
Comprehensive Money Management Services
Comprehensive Money Management Services Coral Gables, Florida $155M AUM 9.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return

Osaic Holdings's XYLG Position: Q3 2026 in Review

Osaic Holdings reduced its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 35% in Q3 2026, selling an estimated $362K and leaving 23,414 shares worth $692K. The position accounts for ﹤0.01% of the portfolio, ranked #3337.

Osaic Holdings first reported a position in XYLG in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.23M in Q3 2024. 22 funds tracked by Wall St. Rank hold XYLG as of Q3 2026.

  • Osaic Holdings held 23,414 shares of Global X S&P 500 Covered Call & Growth ETF worth $692K as of Q3 2026.
  • Osaic Holdings sold 12,356 Global X S&P 500 Covered Call & Growth ETF shares in Q3 2026, an estimated $362K.
  • Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #3337 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 19 quarters since.
  • Osaic Holdings's Global X S&P 500 Covered Call & Growth ETF position peaked at $2.23M in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.