Apella Capital’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Apella Capital’s Portfolio RYLD Stock Details RYLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.9M	Sell	122,462 -801	-0.6%	-$12.9K	0.02%	291
2026 Q2	$1.97M	Sell	123,263 -3,943	-3%	-$61.4K	0.03%	264
2026 Q1	$1.96M	Buy	+127,206	New	+$1.97M	0.03%	259
2021 Q4	–	Sell	-11,109	Closed	-$277K	–	210
2021 Q3	$277K	Hold	11,109	–	–	0.04%	168
2021 Q2	$284K	Buy	+11,109	New	+$277K	0.05%	173

Other funds holding RYLD

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return

Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $557M AUM 16.31% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Foresight Capital Management Advisors Saline, Michigan $202M AUM 20.26% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

High Net Worth Advisory Group Naples, Florida $476M AUM 15.5% 1-Year Est. Return

Apella Capital's RYLD Position: Q3 2026 in Review

Apella Capital reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.65% in Q3 2026, selling an estimated $12.9K and leaving 122,462 shares worth $1.9M. The position accounts for 0.02% of the portfolio, ranked #291.

Apella Capital first reported a position in RYLD in Q2 2021 and has held it in 5 quarters since. The position peaked at $1.97M in Q2 2026. 65 funds tracked by Wall St. Rank hold RYLD as of Q3 2026.

Apella Capital held 122,462 shares of Global X Russell 2000 Covered Call ETF worth $1.9M as of Q3 2026.
Apella Capital sold 801 Global X Russell 2000 Covered Call ETF shares in Q3 2026, an estimated $12.9K.
Global X Russell 2000 Covered Call ETF made up 0.02% of Apella Capital's portfolio in Q3 2026, its #291 holding.
Apella Capital first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2021 and has held it in 5 quarters since.
Apella Capital's Global X Russell 2000 Covered Call ETF position peaked at $1.97M in Q2 2026.
65 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2026.

Based on Apella Capital's 13F filing for Q3 2026, filed 8 Oct 2026.