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

Sowell 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
2024
Q4 		– Sell
-21,273
Closed -$874K – 621
2024
Q3 		$874K Buy
+21,273
New +$663K 0.04% 358

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
Osaic Holdings
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Sowell Financial Services's XYLG Position: Q4 2024 in Review

Sowell Financial Services sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q4 2024, closing a stake of 21,273 shares — an estimated $874K sold.

Sowell Financial Services first reported a position in XYLG in Q3 2024 and held it in 1 quarter. The position peaked at $874K in Q3 2024. 22 funds tracked by Wall St. Rank hold XYLG as of Q4 2024.

  • Sowell Financial Services reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 21,273 Global X S&P 500 Covered Call & Growth ETF shares in Q4 2024, an estimated $874K.
  • Sowell Financial Services first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's Global X S&P 500 Covered Call & Growth ETF position peaked at $874K in Q3 2024.
  • 22 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.