Prospera Financial Services’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

Prospera Financial Services’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
2023 Q1	–	Sell	-8,885	Closed	-$224K	–	1012
2022 Q4	$224K	Hold	8,885	–	–	0.01%	809
2022 Q3	$212K	Buy	8,885 +300	+3%	+$7.96K	0.01%	766
2022 Q2	$222K	Hold	8,585	–	–	0.01%	709
2022 Q1	$262K	Buy	+8,585	New	+$258K	0.01%	785

Other funds holding XYLG

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

Prospera Financial Services's XYLG Position: Q1 2023 in Review

Prospera Financial Services sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q1 2023, closing a stake of 8,885 shares — an estimated $224K sold.

Prospera Financial Services first reported a position in XYLG in Q1 2022 and held it in 4 quarters. The position peaked at $262K in Q1 2022. 9 funds tracked by Wall St. Rank hold XYLG as of Q1 2023.

Prospera Financial Services reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q1 2023 after selling out during the quarter.
Prospera Financial Services sold 8,885 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2023, an estimated $224K.
Prospera Financial Services first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q1 2022 and held it in 4 quarters.
Prospera Financial Services's Global X S&P 500 Covered Call & Growth ETF position peaked at $262K in Q1 2022.
9 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2023.

Based on Prospera Financial Services's 13F filing for Q1 2023, filed 12 May 2023.