Patriot Financial Group Insurance Agency’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Patriot Financial Group Insurance Agency’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 Q2	–	Sell	-9,574	Closed	-$252K	–	707
2026 Q1	$252K	Buy	+9,574	New	+$262K	0.01%	611
2021 Q2	–	Sell	-3,478	Closed	-$166K	–	2171
2021 Q1	$166K	Sell	3,478 -289	-8%	-$8.13K	0.04%	432
2020 Q4	$175K	Buy	3,767 +104	+3%	+$2.76K	0.04%	372
2020 Q3	$163K	Buy	+3,663	New	+$92.1K	0.05%	304

Other funds holding XYLG

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFO

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

TWM

TopTier Wealth Management Muskego, Wisconsin $166M AUM

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Patriot Financial Group Insurance Agency's XYLG Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q2 2026, closing a stake of 9,574 shares — an estimated $252K sold.

Patriot Financial Group Insurance Agency first reported a position in XYLG in Q3 2020 and held it in 4 quarters. The position peaked at $252K in Q1 2026. 17 funds tracked by Wall St. Rank hold XYLG as of Q2 2026.

Patriot Financial Group Insurance Agency reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q2 2026 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 9,574 Global X S&P 500 Covered Call & Growth ETF shares in Q2 2026, an estimated $252K.
Patriot Financial Group Insurance Agency first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q3 2020 and held it in 4 quarters.
Patriot Financial Group Insurance Agency's Global X S&P 500 Covered Call & Growth ETF position peaked at $252K in Q1 2026.
17 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.