Jaffetilchin Investment Partners’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Jaffetilchin Investment Partners’s Portfolio XYLD Stock Details XYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$349K	Buy	8,914 +3,591	+67%	+$145K	0.02%	337
2025 Q4	$216K	Buy	+5,323	New	+$213K	0.01%	437
2024 Q4	–	Sell	-593	Closed	-$24.6K	–	1333
2024 Q3	$24.6K	Buy	+593	New	+$24.2K	﹤0.01%	720
2022 Q4	–	Sell	-7,873	Closed	-$300K	–	368
2022 Q3	$300K	Buy	7,873 +282	+4%	+$11.9K	0.04%	246
2022 Q2	$324K	Buy	+7,591	New	+$347K	0.04%	246

Other funds holding XYLD

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $4.25B AUM 23.69% 1-Year Est. Return

GXJ

Global X Japan Chiyoda-Ku, Tokyo, Japan $2.72B AUM 45.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Jaffetilchin Investment Partners's XYLD Position: Q1 2026 in Review

Jaffetilchin Investment Partners increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 67% in Q1 2026, buying an estimated $145K and bringing the position to 8,914 shares worth $349K. The position accounts for 0.02% of the portfolio, ranked #337.

Jaffetilchin Investment Partners first reported a position in XYLD in Q2 2022 and has held it in 5 quarters since. 270 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Jaffetilchin Investment Partners held 8,914 shares of Global X S&P 500 Covered Call ETF worth $349K as of Q1 2026.
Jaffetilchin Investment Partners bought 3,591 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $145K.
Global X S&P 500 Covered Call ETF made up 0.02% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #337 holding.
Jaffetilchin Investment Partners first reported a position in Global X S&P 500 Covered Call ETF in Q2 2022 and has held it in 5 quarters since.
270 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.