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

Clearstead 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
Q1 		$303K Hold
20,282
– – ﹤0.01% 859
2025
Q4 		$310K Hold
20,282
– – ﹤0.01% 802
2025
Q3 		$305K Hold
20,282
– – ﹤0.01% 777
2025
Q2 		$302K Buy
20,282
+7,905
+64% +$115K ﹤0.01% 758
2025
Q1 		$187K Buy
+12,377
New +$199K ﹤0.01% 854

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

Clearstead Advisors's RYLD Position: Q1 2026 in Review

Clearstead Advisors held its Global X Russell 2000 Covered Call ETF (RYLD) position steady in Q1 2026 at 20,282 shares worth $303K. The position accounts for ﹤0.01% of the portfolio, ranked #859.

Clearstead Advisors first reported a position in RYLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $310K in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Clearstead Advisors held 20,282 shares of Global X Russell 2000 Covered Call ETF worth $303K as of Q1 2026.
  • Clearstead Advisors left its Global X Russell 2000 Covered Call ETF share count unchanged in Q1 2026.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q1 2026, its #859 holding.
  • Clearstead Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Global X Russell 2000 Covered Call ETF position peaked at $310K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Clearstead Advisors's 13F filing for Q1 2026, filed 6 May 2026.