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Brookwood Investment Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Brookwood Investment Group’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
Q4 		– Sell
-19,210
Closed -$289K – 562
2025
Q3 		$289K Buy
19,210
+5,109
+36% +$76.6K 0.04% 380
2025
Q2 		$210K Buy
+14,101
New +$205K 0.03% 409

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Brookwood Investment Group's RYLD Position: Q4 2025 in Review

Brookwood Investment Group sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2025, closing a stake of 19,210 shares — an estimated $289K sold.

Brookwood Investment Group first reported a position in RYLD in Q2 2025 and held it in 2 quarters. The position peaked at $289K in Q3 2025. 164 funds tracked by Wall St. Rank hold RYLD as of Q4 2025.

  • Brookwood Investment Group reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 19,210 Global X Russell 2000 Covered Call ETF shares in Q4 2025, an estimated $289K.
  • Brookwood Investment Group first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Global X Russell 2000 Covered Call ETF position peaked at $289K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2025.

Based on Brookwood Investment Group's 13F filing for Q4 2025, filed 22 Jan 2026.