Beacon Pointe Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Beacon Pointe 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
2025 Q3	–	Sell	-14,790	Closed	-$221K	–	1508
2025 Q2	$221K	Sell	14,790 -4,510	-23%	-$65.6K	﹤0.01%	1160
2025 Q1	$291K	Buy	19,300 +4,810	+33%	+$77.5K	﹤0.01%	1036
2024 Q4	$237K	Hold	14,490	–	–	﹤0.01%	1094
2024 Q3	$234K	Hold	14,490	–	–	﹤0.01%	1105
2024 Q2	$232K	Hold	14,490	–	–	﹤0.01%	1141
2024 Q1	$245K	Hold	14,490	–	–	﹤0.01%	1179
2023 Q4	$243K	Hold	14,490	–	–	﹤0.01%	1143
2023 Q3	$247K	Hold	14,490	–	–	﹤0.01%	1151
2023 Q2	$262K	Sell	14,490 -50,086	-78%	-$903K	﹤0.01%	925
2023 Q1	$1.16M	Sell	64,576 -400	-0.6%	-$7.54K	0.02%	504
2022 Q4	$1.22M	Buy	64,976 +14,490	+29%	+$279K	0.02%	462
2022 Q3	$930K	Buy	50,486 +33,177	+192%	+$676K	0.02%	475
2022 Q2	$355K	Buy	+17,309	New	+$377K	0.01%	768

Other funds holding RYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCM

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

Beacon Pointe Advisors's RYLD Position: Q3 2025 in Review

Beacon Pointe Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q3 2025, closing a stake of 14,790 shares — an estimated $221K sold.

Beacon Pointe Advisors first reported a position in RYLD in Q2 2022 and held it in 13 quarters. The position peaked at $1.22M in Q4 2022. 166 funds tracked by Wall St. Rank hold RYLD as of Q3 2025.

Beacon Pointe Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
Beacon Pointe Advisors sold 14,790 Global X Russell 2000 Covered Call ETF shares in Q3 2025, an estimated $221K.
Beacon Pointe Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2022 and held it in 13 quarters.
Beacon Pointe Advisors's Global X Russell 2000 Covered Call ETF position peaked at $1.22M in Q4 2022.
166 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2025.

Based on Beacon Pointe Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.