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Private Trust Company’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Private Trust Company’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 		$28.8K Hold
1,000
– – ﹤0.01% 1622
2026
Q1 		$27.6K Hold
1,000
– – ﹤0.01% 1546
2025
Q4 		$27.5K Hold
1,000
– – ﹤0.01% 1522
2025
Q3 		$28.8K Hold
1,000
– – ﹤0.01% 1490
2025
Q2 		$27.5K Buy
1,000
+500
+100% +$13.1K ﹤0.01% 1448
2025
Q1 		$13.2K Hold
500
– – ﹤0.01% 1710
2024
Q4 		$13.9K Sell
500
-1,448
-74% -$47.1K ﹤0.01% 1634
2024
Q3 		$62.5K Buy
+1,948
New +$60.7K 0.01% 1060

Other funds holding XYLG

PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
PA
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
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
NS
NBC Securities Birmingham, Alabama $1.48B AUM 31.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return

Private Trust Company's XYLG Position: Q2 2026 in Review

Private Trust Company held its Global X S&P 500 Covered Call & Growth ETF (XYLG) position steady in Q2 2026 at 1,000 shares worth $28.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1622.

Private Trust Company first reported a position in XYLG in Q3 2024 and has held it in 8 quarters since. The position peaked at $62.5K in Q3 2024. 13 funds tracked by Wall St. Rank hold XYLG as of Q2 2026.

  • Private Trust Company held 1,000 shares of Global X S&P 500 Covered Call & Growth ETF worth $28.8K as of Q2 2026.
  • Private Trust Company left its Global X S&P 500 Covered Call & Growth ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1622 holding.
  • Private Trust Company first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Private Trust Company's Global X S&P 500 Covered Call & Growth ETF position peaked at $62.5K in Q3 2024.
  • 13 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.