Jefferies Financial Group’s Global X S&P 500 Covered Call ETF XYLD Stock Holding History

Jefferies Financial Group’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 Q2	$1.2M	Buy	29,525 +452	+2%	+$18.2K	0.01%	890
2026 Q1	$1.14M	Buy	+29,073	New	+$1.17M	0.01%	873
2024 Q1	–	Sell	-8,300	Closed	-$327K	–	2104
2023 Q4	$327K	Buy	+8,300	New	+$324K	﹤0.01%	1347

Other funds holding XYLD

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SLI

Sumitomo Life Insurance Tokyo, Japan $6.12B AUM 21.82% 1-Year Est. Return

GXJ

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

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

Jefferies Financial Group's XYLD Position: Q2 2026 in Review

Jefferies Financial Group increased its Global X S&P 500 Covered Call ETF (XYLD) stake by 1.6% in Q2 2026, buying an estimated $18.2K and bringing the position to 29,525 shares worth $1.2M. The position accounts for 0.01% of the portfolio, ranked #890.

Jefferies Financial Group first reported a position in XYLD in Q4 2023 and has held it in 3 quarters since. 274 funds tracked by Wall St. Rank hold XYLD as of Q2 2026.

Jefferies Financial Group held 29,525 shares of Global X S&P 500 Covered Call ETF worth $1.2M as of Q2 2026.
Jefferies Financial Group bought 452 Global X S&P 500 Covered Call ETF shares in Q2 2026, an estimated $18.2K.
Global X S&P 500 Covered Call ETF made up 0.01% of Jefferies Financial Group's portfolio in Q2 2026, its #890 holding.
Jefferies Financial Group first reported a position in Global X S&P 500 Covered Call ETF in Q4 2023 and has held it in 3 quarters since.
274 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.