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

Littlejohn Financial Services’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	–	Sell	-53,125	Closed	-$2.16M	–	67
2025 Q4	$2.16M	Sell	53,125 -1,292	-2%	-$51.7K	1.59%	27
2025 Q3	$2.14M	Buy	54,417 +927	+2%	+$36.2K	1.56%	27
2025 Q2	$2.08M	Sell	53,490 -5,485	-9%	-$210K	1.61%	20
2025 Q1	$2.33M	Buy	58,975 +2,256	+4%	+$93.6K	1.84%	16
2024 Q4	$2.38M	Buy	+56,719	New	+$2.38M	2.13%	11

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

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

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

BCM

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

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

Littlejohn Financial Services's XYLD Position: Q1 2026 in Review

Littlejohn Financial Services sold out of Global X S&P 500 Covered Call ETF (XYLD) in Q1 2026, closing a stake of 53,125 shares — an estimated $2.16M sold.

Littlejohn Financial Services first reported a position in XYLD in Q4 2024 and held it in 5 quarters. The position peaked at $2.38M in Q4 2024. 272 funds tracked by Wall St. Rank hold XYLD as of Q1 2026.

Littlejohn Financial Services reported no remaining Global X S&P 500 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Littlejohn Financial Services sold 53,125 Global X S&P 500 Covered Call ETF shares in Q1 2026, an estimated $2.16M.
Littlejohn Financial Services first reported a position in Global X S&P 500 Covered Call ETF in Q4 2024 and held it in 5 quarters.
Littlejohn Financial Services's Global X S&P 500 Covered Call ETF position peaked at $2.38M in Q4 2024.
272 funds tracked by Wall St. Rank held Global X S&P 500 Covered Call ETF as of Q1 2026.

Based on Littlejohn Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.