B. Riley Wealth Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

B. Riley Wealth Advisors’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	$272K	Buy	17,586 +875	+5%	+$14K	0.01%	797
2026 Q2	$266K	Buy	16,711 +1,540	+10%	+$24K	0.01%	663
2026 Q1	$222K	Buy	15,171 +1,028	+7%	+$15.9K	0.01%	681
2025 Q4	$216K	Buy	14,143 +810	+6%	+$12.4K	0.01%	836
2025 Q3	$201K	Sell	13,333 -2,500	-16%	-$37.5K	0.01%	897
2025 Q2	$236K	Buy	15,833 +4,653	+42%	+$67.7K	0.01%	808
2025 Q1	$169K	Buy	+11,180	New	+$180K	0.01%	1173
2024 Q3	–	Sell	-46,430	Closed	-$752K	–	1411
2024 Q2	$752K	Sell	46,430 -1,057	-2%	-$17.3K	0.02%	641
2024 Q1	$810K	Sell	47,487 -3,787	-7%	-$62.6K	0.02%	595
2023 Q4	$867K	Buy	51,274 +3,787	+8%	+$62.8K	0.02%	579
2023 Q3	$810K	Sell	47,487 -72	-0.2%	-$1.28K	0.02%	595
2023 Q2	$860K	Sell	47,559 -8,008	-14%	-$144K	0.02%	618
2023 Q1	$998K	Buy	55,567 +1,220	+2%	+$23K	0.03%	538
2022 Q4	$1.03M	Buy	54,347 +8,802	+19%	+$170K	0.03%	522
2022 Q3	$840K	Sell	45,545 -12,101	-21%	-$247K	0.03%	561
2022 Q2	$1.18M	Buy	57,646 +1,041	+2%	+$22.7K	0.05%	361
2022 Q1	$1.35M	Sell	56,605 -27,253	-32%	-$635K	0.04%	390
2021 Q4	$2.05M	Buy	83,858 +58,701	+233%	+$1.47M	0.06%	343
2021 Q3	$627K	Buy	25,157 +7,654	+44%	+$193K	0.02%	688
2021 Q2	$448K	Buy	+17,503	New	+$437K	0.01%	824

Other funds holding RYLD

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.8B AUM 24.38% 1-Year Est. Return

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 $1.67B AUM 22.25% 1-Year Est. Return

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

Mesirow Financial Investment Management Chicago, Illinois $6.47B AUM 15.41% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

B. Riley Wealth Advisors's RYLD Position: Q3 2026 in Review

B. Riley Wealth Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 5.2% in Q3 2026, buying an estimated $14K and bringing the position to 17,586 shares worth $272K. The position accounts for 0.01% of the portfolio, ranked #797.

B. Riley Wealth Advisors first reported a position in RYLD in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.05M in Q4 2021. 94 funds tracked by Wall St. Rank hold RYLD as of Q3 2026.

B. Riley Wealth Advisors held 17,586 shares of Global X Russell 2000 Covered Call ETF worth $272K as of Q3 2026.
B. Riley Wealth Advisors bought 875 Global X Russell 2000 Covered Call ETF shares in Q3 2026, an estimated $14K.
Global X Russell 2000 Covered Call ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q3 2026, its #797 holding.
B. Riley Wealth Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2021 and has held it in 20 quarters since.
B. Riley Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $2.05M in Q4 2021.
94 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.