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
Q2 		$485K Sell
16,806
-1,191
-7% -$33.6K ﹤0.01% 4523
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 $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
WA
Whipplewood Advisors Littleton, Colorado $149M AUM 13.01% 1-Year Est. Return

Raymond James Financial's XYLG Position: Q2 2026 in Review

Raymond James Financial reduced its Global X S&P 500 Covered Call & Growth ETF (XYLG) stake by 6.6% in Q2 2026, selling an estimated $33.6K and leaving 16,806 shares worth $485K. The position accounts for ﹤0.01% of the portfolio, ranked #4523.

Raymond James Financial first reported a position in XYLG in Q4 2024 and has held it in 7 quarters since. The position peaked at $768K in Q3 2025. 29 funds tracked by Wall St. Rank hold XYLG as of Q2 2026.

  • Raymond James Financial held 16,806 shares of Global X S&P 500 Covered Call & Growth ETF worth $485K as of Q2 2026.
  • Raymond James Financial sold 1,191 Global X S&P 500 Covered Call & Growth ETF shares in Q2 2026, an estimated $33.6K.
  • Global X S&P 500 Covered Call & Growth ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q2 2026, its #4523 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 7 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 Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.