Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Carson Wealth (CWM LLC)’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 		$29.5K Buy
1,976
+58
+3% +$897 ﹤0.01% 4174
2025
Q4 		$29K Sell
1,918
-25
-1% -$383 ﹤0.01% 3974
2025
Q3 		$29K Buy
1,943
+1
+0.1% +$15 ﹤0.01% 3909
2025
Q2 		$29K Buy
1,942
+1
+0.1% +$15 ﹤0.01% 3679
2025
Q1 		$29K Sell
1,941
-17
-0.9% -$274 ﹤0.01% 3420
2024
Q4 		$32K Sell
1,958
-3,135
-62% -$51.6K ﹤0.01% 3132
2024
Q3 		$82K Buy
5,093
+37
+0.7% +$593 ﹤0.01% 2333
2024
Q2 		$81K Buy
5,056
+37
+0.7% +$605 ﹤0.01% 2123
2024
Q1 		$85K Buy
5,019
+190
+4% +$3.14K ﹤0.01% 1975
2023
Q4 		$81K Buy
4,829
+422
+10% +$7K ﹤0.01% 1883
2023
Q3 		$75K Buy
4,407
+300
+7% +$5.32K ﹤0.01% 1818
2023
Q2 		$74K Buy
4,107
+3,241
+374% +$58.4K ﹤0.01% 1736
2023
Q1 		$16K Buy
866
+227
+36% +$4.28K ﹤0.01% 2664
2022
Q4 		$12K Sell
639
-61
-9% -$1.18K ﹤0.01% 2712
2022
Q3 		$13K Buy
700
+138
+25% +$2.81K ﹤0.01% 2527
2022
Q2 		$12K Buy
562
+133
+31% +$2.9K ﹤0.01% 2479
2022
Q1 		$10K Buy
429
+18
+4% +$419 ﹤0.01% 2491
2021
Q4 		$10K Buy
+411
New +$10.3K ﹤0.01% 2363

Other funds holding RYLD

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

Carson Wealth (CWM LLC)'s RYLD Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 3% in Q1 2026, buying an estimated $897 and bringing the position to 1,976 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #4174.

Carson Wealth (CWM LLC) first reported a position in RYLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $85K in Q1 2024. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Carson Wealth (CWM LLC) held 1,976 shares of Global X Russell 2000 Covered Call ETF worth $29.5K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 58 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $897.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4174 holding.
  • Carson Wealth (CWM LLC) first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2021 and has held it in 18 quarters since.
  • Carson Wealth (CWM LLC)'s Global X Russell 2000 Covered Call ETF position peaked at $85K in Q1 2024.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.