Raymond James Financial
XYLG icon

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

Raymond James Financial’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
Q1 		$473K Sell
17,997
-5,651
-24% -$155K ﹤0.01% 4389
2025
Q4 		$650K Sell
23,648
-3,028
-11% -$88.4K ﹤0.01% 4081
2025
Q3 		$768K Buy
26,676
+302
+1% +$8.5K ﹤0.01% 3853
2025
Q2 		$726K Buy
26,374
+13,263
+101% +$349K ﹤0.01% 3776
2025
Q1 		$347K Buy
13,111
+308
+2% +$8.56K ﹤0.01% 4129
2024
Q4 		$357K Buy
+12,803
New +$417K ﹤0.01% 4092

Other funds holding XYLG

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial's XYLG Position: Q1 2026 in Review

Raymond James Financial reduced its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 24% in Q1 2026, selling an estimated $155K and leaving 17,997 shares worth $473K. The position accounts for ﹤0.01% of the portfolio, ranked #4389.

Raymond James Financial first reported a position in XYLG in Q4 2024 and has held it in 6 quarters since. The position peaked at $768K in Q3 2025. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

  • Raymond James Financial held 17,997 shares of Global X S&P 500 Covered Call & Growth ETF worth $473K as of Q1 2026.
  • Raymond James Financial sold 5,651 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $155K.
  • Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #4389 holding.
  • Raymond James Financial first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Global X S&P 500 Covered Call & Growth ETF position peaked at $768K in Q3 2025.
  • 29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.