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Atlantic Private Wealth’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Atlantic Private Wealth’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
Q1 		$313K Hold
20,947
– – 0.2% 49
2025
Q4 		$320K Buy
20,947
+11,536
+123% +$177K 0.2% 48
2025
Q3 		$142K Buy
+9,411
New +$141K 0.09% 62

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Atlantic Private Wealth's RYLD Position: Q1 2026 in Review

Atlantic Private Wealth held its Global X Russell 2000 Covered Call ETF (RYLD) position steady in Q1 2026 at 20,947 shares worth $313K. The position accounts for 0.2% of the portfolio, ranked #49.

Atlantic Private Wealth first reported a position in RYLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $320K in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Atlantic Private Wealth held 20,947 shares of Global X Russell 2000 Covered Call ETF worth $313K as of Q1 2026.
  • Atlantic Private Wealth left its Global X Russell 2000 Covered Call ETF share count unchanged in Q1 2026.
  • Global X Russell 2000 Covered Call ETF made up 0.2% of Atlantic Private Wealth's portfolio in Q1 2026, its #49 holding.
  • Atlantic Private Wealth first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
  • Atlantic Private Wealth's Global X Russell 2000 Covered Call ETF position peaked at $320K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Atlantic Private Wealth's 13F filing for Q1 2026, filed 8 May 2026.