Caitlin John’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Caitlin John’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 Q1	$135K	Sell	9,017 -4,733	-34%	-$73.2K	0.08%	206
2025 Q4	$210K	Sell	13,750 -281	-2%	-$4.3K	0.14%	173
2025 Q3	$211K	Buy	14,031 +2,019	+17%	+$30.3K	0.15%	127
2025 Q2	$179K	Sell	12,012 -182	-1%	-$2.65K	0.16%	124
2025 Q1	$184K	Buy	12,194 +3,320	+37%	+$53.5K	0.18%	125
2024 Q4	$145K	Sell	8,874 -995	-10%	-$16.4K	0.1%	150
2024 Q3	$166K	Buy	9,869 +3,823	+63%	+$61.2K	0.1%	143
2024 Q2	$96.9K	Buy	+6,046	New	+$98.9K	0.07%	170

Other funds holding RYLD

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

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

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

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

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 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BCM

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

Caitlin John's RYLD Position: Q1 2026 in Review

Caitlin John reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 34% in Q1 2026, selling an estimated $73.2K and leaving 9,017 shares worth $135K. The position accounts for 0.08% of the portfolio, ranked #206.

Caitlin John first reported a position in RYLD in Q2 2024 and has held it in 8 quarters since. The position peaked at $211K in Q3 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Caitlin John held 9,017 shares of Global X Russell 2000 Covered Call ETF worth $135K as of Q1 2026.
Caitlin John sold 4,733 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $73.2K.
Global X Russell 2000 Covered Call ETF made up 0.08% of Caitlin John's portfolio in Q1 2026, its #206 holding.
Caitlin John first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2024 and has held it in 8 quarters since.
Caitlin John's Global X Russell 2000 Covered Call ETF position peaked at $211K in Q3 2025.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.