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

Raymond James Financial Services Advisors’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
2024 Q3	$881K	Buy	27,450 +9,584	+54%	+$298K	﹤0.01%	2244
2024 Q2	$550K	Buy	17,866 +1,471	+9%	+$44.2K	﹤0.01%	2463
2024 Q1	$497K	Buy	16,395 +2,655	+19%	+$77.6K	﹤0.01%	2516
2023 Q4	$388K	Buy	+13,740	New	+$374K	﹤0.01%	2568

Other funds holding XYLG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Raymond James Financial Services Advisors's XYLG Position: Q3 2024 in Review

Raymond James Financial Services Advisors increased its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 54% in Q3 2024, buying an estimated $298K and bringing the position to 27,450 shares worth $881K. The position accounts for ﹤0.01% of the portfolio, ranked #2244.

Raymond James Financial Services Advisors first reported a position in XYLG in Q4 2023 and has held it in 4 quarters since. 18 funds tracked by Wall St. Rank hold XYLG as of Q3 2024.

Raymond James Financial Services Advisors held 27,450 shares of Global X S&P 500 Covered Call & Growth ETF worth $881K as of Q3 2024.
Raymond James Financial Services Advisors bought 9,584 Global X S&P 500 Covered Call & Growth ETF shares in Q3 2024, an estimated $298K.
Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2244 holding.
Raymond James Financial Services Advisors first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2023 and has held it in 4 quarters since.
18 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.