Global X S&P 500 Collar 95-1XCLRETF
13F holders, Q1 2026 (March 31)2holders −4
1new positions
5sold out
$25.52avg. 13F price*
At the end of Q1 2026, 2 institutions reported holding Global X S&P 500 Collar 95-1 (XCLR) in their 13F filings, down 4 from Q4 2025. 1 opened new positions and 5 sold out. The largest holders were Kingswood Wealth Advisors, LLC ($950K) and Envestnet Asset Management Inc. ($354K).
- Company
- Global X S&P 500 Collar 95-1
- CUSIP
- 37960A305
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $950K |
| Exits | 5 | $1.3M |
All 13F filers, Q4 2025 → Q1 2026: 37,226 shares bought and 51,145 shares sold, net −13,919 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Kingswood Wealth Advisors, LLC | 0.05% | New | 37,226 | $950K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -25.0% | 13,856 | $354K |
"% of holder's portfolio" is XCLR's weight in each manager's 13F, not the share of Global X S&P 500 Collar 95-1 the manager owns.