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 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	$1.19M	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 $445B AUM 25.58% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HIP

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

ACM

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

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

BCM

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

B. Riley Wealth Advisors's RYLD Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 10% in Q2 2026, buying an estimated $24K and bringing the position to 16,711 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #663.

B. Riley Wealth Advisors first reported a position in RYLD in Q2 2021 and has held it in 19 quarters since. The position peaked at $2.05M in Q4 2021. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

B. Riley Wealth Advisors held 16,711 shares of Global X Russell 2000 Covered Call ETF worth $266K as of Q2 2026.
B. Riley Wealth Advisors bought 1,540 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $24K.
Global X Russell 2000 Covered Call ETF made up 0.01% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #663 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 19 quarters since.
B. Riley Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $2.05M in Q4 2021.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.