Atria Wealth Solutions’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$738K	Sell	49,517 -19,250	-28%	-$280K	0.02%	756
2025 Q1	$1.04M	Sell	68,767 -6,551	-9%	-$106K	0.01%	873
2024 Q4	$1.24M	Sell	75,318 -690	-0.9%	-$11.4K	0.01%	840
2024 Q3	$1.23M	Sell	76,008 -1,324	-2%	-$21.2K	0.01%	838
2024 Q2	$1.25M	Sell	77,332 -43,687	-36%	-$715K	0.01%	803
2024 Q1	$2.05M	Sell	121,019 -17,500	-13%	-$289K	0.02%	630
2023 Q4	$2.34M	Sell	138,519 -110,399	-44%	-$1.83M	0.03%	558
2023 Q3	$4.25M	Buy	248,918 +71,631	+40%	+$1.27M	0.06%	330
2023 Q2	$3.21M	Buy	177,287 +11,396	+7%	+$205K	0.04%	420
2023 Q1	$2.98M	Buy	165,891 +13,556	+9%	+$256K	0.04%	409
2022 Q4	$2.89M	Buy	152,335 +14,002	+10%	+$270K	0.05%	394
2022 Q3	$2.55M	Buy	138,333 +15,070	+12%	+$307K	0.04%	397
2022 Q2	$2.53M	Buy	123,263 +57,321	+87%	+$1.25M	0.05%	375
2022 Q1	$1.57M	Buy	+65,942	New	+$1.54M	0.03%	558

Other funds holding RYLD

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

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

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

BCM

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

Atria Wealth Solutions's RYLD Position: Q2 2025 in Review

Atria Wealth Solutions reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 28% in Q2 2025, selling an estimated $280K and leaving 49,517 shares worth $738K. The position accounts for 0.02% of the portfolio, ranked #756.

Atria Wealth Solutions first reported a position in RYLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $4.25M in Q3 2023. 156 funds tracked by Wall St. Rank hold RYLD as of Q2 2025.

Atria Wealth Solutions held 49,517 shares of Global X Russell 2000 Covered Call ETF worth $738K as of Q2 2025.
Atria Wealth Solutions sold 19,250 Global X Russell 2000 Covered Call ETF shares in Q2 2025, an estimated $280K.
Global X Russell 2000 Covered Call ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #756 holding.
Atria Wealth Solutions first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and has held it in 14 quarters since.
Atria Wealth Solutions's Global X Russell 2000 Covered Call ETF position peaked at $4.25M in Q3 2023.
156 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.