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TopTier Wealth Management’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

TopTier Wealth Management’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 		$280K Hold
9,713
– – 0.17% 115
2026
Q1 		$255K Hold
9,713
– – 0.16% 113
2025
Q4 		$267K Buy
+9,713
New +$284K 0.18% 107

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

TopTier Wealth Management's XYLG Position: Q2 2026 in Review

TopTier Wealth Management held its Global X S&P 500 Covered Call & Growth ETF (XYLG) position steady in Q2 2026 at 9,713 shares worth $280K. The position accounts for 0.17% of the portfolio, ranked #115.

TopTier Wealth Management first reported a position in XYLG in Q4 2025 and has held it in 3 quarters since. 29 funds tracked by Wall St. Rank hold XYLG as of Q2 2026.

  • TopTier Wealth Management held 9,713 shares of Global X S&P 500 Covered Call & Growth ETF worth $280K as of Q2 2026.
  • TopTier Wealth Management left its Global X S&P 500 Covered Call & Growth ETF share count unchanged in Q2 2026.
  • Global X S&P 500 Covered Call & Growth ETF made up 0.17% of TopTier Wealth Management's portfolio in Q2 2026, its #115 holding.
  • TopTier Wealth Management first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.