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

Concurrent Investment 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 Q2	$552K	Buy	34,513 +3,000	+10%	+$46.7K	﹤0.01%	1349
2026 Q1	$471K	Sell	31,513 -4,446	-12%	-$68.7K	0.01%	1242
2025 Q4	$550K	Sell	35,959 -7,422	-17%	-$114K	0.01%	1106
2025 Q3	$653K	Sell	43,381 -3,531	-8%	-$52.9K	0.01%	802
2025 Q2	$699K	Buy	46,912 +9,312	+25%	+$135K	0.01%	727
2025 Q1	$568K	Buy	+37,600	New	+$606K	0.01%	712
2024 Q1	–	Sell	-10,575	Closed	-$177K	–	982
2023 Q4	$177K	Buy	+10,575	New	+$175K	0.01%	785

Other funds holding RYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Concurrent Investment Advisors's RYLD Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 9.5% in Q2 2026, buying an estimated $46.7K and bringing the position to 34,513 shares worth $552K. The position accounts for ﹤0.01% of the portfolio, ranked #1349.

Concurrent Investment Advisors first reported a position in RYLD in Q4 2023 and has held it in 7 quarters since. The position peaked at $699K in Q2 2025. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Concurrent Investment Advisors held 34,513 shares of Global X Russell 2000 Covered Call ETF worth $552K as of Q2 2026.
Concurrent Investment Advisors bought 3,000 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $46.7K.
Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1349 holding.
Concurrent Investment Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2023 and has held it in 7 quarters since.
Concurrent Investment Advisors's Global X Russell 2000 Covered Call ETF position peaked at $699K in Q2 2025.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.