UBS Group
XYLG icon

UBS Group’s Global X S&P 500 Covered Call & Growth ETF XYLG Stock Holding History

UBS Group’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 		– Sell
-706
Closed -$19.4K – 11267
2025
Q4 		$19.4K Sell
706
-1,013
-59% -$29.6K ﹤0.01% 7804
2025
Q3 		$49.5K Sell
1,719
-1,615
-48% -$45.5K ﹤0.01% 7573
2025
Q2 		$91.8K Buy
+3,334
New +$87.7K ﹤0.01% 7311
2025
Q1 		– Sell
-280
Closed -$7.81K – 10778
2024
Q4 		$7.81K Sell
280
-1,646
-85% -$53.6K ﹤0.01% 8450
2024
Q3 		$61.8K Buy
1,926
+1,120
+139% +$34.9K ﹤0.01% 6682
2024
Q2 		$24.8K Buy
806
+25
+3% +$751 ﹤0.01% 7163
2024
Q1 		$23.7K Sell
781
-253
-24% -$7.39K ﹤0.01% 6849
2023
Q4 		$29.2K Sell
1,034
-706
-41% -$19.2K ﹤0.01% 6858
2023
Q3 		$46.3K Buy
1,740
+870
+100% +$24.1K ﹤0.01% 6335
2023
Q2 		$24.2K Buy
+870
New +$23.4K ﹤0.01% 6796
2023
Q1 		– Sell
-3,484
Closed -$87.8K – 10496
2022
Q4 		$87.8K Buy
+3,484
New +$88.2K ﹤0.01% 6227
2021
Q4 		– Sell
-146
Closed -$4K – 10783
2021
Q3 		$4K Buy
+146
New +$4.5K ﹤0.01% 8693
2021
Q1 		– Sell
-66
Closed -$2K – 9547
2020
Q4 		$2K Buy
+66
New +$1.75K ﹤0.01% 8127

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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group's XYLG Position: Q1 2026 in Review

UBS Group sold out of Global X S&P 500 Covered Call & Growth ETF (XYLG) in Q1 2026, closing a stake of 706 shares — an estimated $19.4K sold.

UBS Group first reported a position in XYLG in Q4 2020 and held it in 13 quarters. The position peaked at $91.8K in Q2 2025. 29 funds tracked by Wall St. Rank hold XYLG as of Q1 2026.

  • UBS Group reported no remaining Global X S&P 500 Covered Call & Growth ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 706 Global X S&P 500 Covered Call & Growth ETF shares in Q1 2026, an estimated $19.4K.
  • UBS Group first reported a position in Global X S&P 500 Covered Call & Growth ETF in Q4 2020 and held it in 13 quarters.
  • UBS Group's Global X S&P 500 Covered Call & Growth ETF position peaked at $91.8K in Q2 2025.
  • 29 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call & Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.