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Copley Financial Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Copley Financial 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
2026
Q1 		$269K Buy
17,994
+6,301
+54% +$97.4K 0.16% 104
2025
Q4 		$179K Buy
11,693
+1,302
+13% +$19.9K 0.11% 112
2025
Q3 		$156K Buy
+10,391
New +$156K 0.11% 104
2024
Q4 		– Sell
-2,088
Closed -$33.7K – 187
2024
Q3 		$33.7K Buy
+2,088
New +$33.4K 0.03% 115

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

Copley Financial Group's RYLD Position: Q1 2026 in Review

Copley Financial Group increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 54% in Q1 2026, buying an estimated $97.4K and bringing the position to 17,994 shares worth $269K. The position accounts for 0.16% of the portfolio, ranked #104.

Copley Financial Group first reported a position in RYLD in Q3 2024 and has held it in 4 quarters since. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Copley Financial Group held 17,994 shares of Global X Russell 2000 Covered Call ETF worth $269K as of Q1 2026.
  • Copley Financial Group bought 6,301 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $97.4K.
  • Global X Russell 2000 Covered Call ETF made up 0.16% of Copley Financial Group's portfolio in Q1 2026, its #104 holding.
  • Copley Financial Group first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2024 and has held it in 4 quarters since.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.