Corient Private Wealth’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Corient Private Wealth’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	$385K	Sell	24,084 -141	-0.6%	-$2.19K	﹤0.01%	2400
2026 Q1	$23K	Sell	24,225 -789	-3%	-$12.2K	﹤0.01%	2779
2025 Q4	$383K	Hold	25,014	–	–	﹤0.01%	2018
2025 Q3	$376K	Sell	25,014 -88,135	-78%	-$1.32M	﹤0.01%	1979
2025 Q2	$1.69M	Buy	+113,149	New	+$1.65M	﹤0.01%	1109
2025 Q1	–	Sell	-166,788	Closed	-$40.3K	–	2425
2024 Q4	$40.3K	Buy	166,788 +24,041	+17%	+$395K	﹤0.01%	2291
2024 Q3	$2.31M	Buy	142,747 +6,016	+4%	+$96.3K	﹤0.01%	1031
2024 Q2	$2.19M	Sell	136,731 -3,163	-2%	-$51.7K	﹤0.01%	987
2024 Q1	$2.37M	Buy	139,894 +63,287	+83%	+$1.05M	﹤0.01%	952
2023 Q4	$1.28M	Buy	76,607 +39,250	+105%	+$651K	﹤0.01%	1191
2023 Q3	$637K	Buy	37,357 +11,652	+45%	+$207K	﹤0.01%	1366
2023 Q2	$465K	Buy	25,705 +2,024	+9%	+$36.5K	﹤0.01%	1487
2023 Q1	$425K	Buy	+23,681	New	+$446K	﹤0.01%	1452

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

HIP

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

BCM

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

Corient Private Wealth's RYLD Position: Q2 2026 in Review

Corient Private Wealth reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.58% in Q2 2026, selling an estimated $2.19K and leaving 24,084 shares worth $385K. The position accounts for ﹤0.01% of the portfolio, ranked #2400.

Corient Private Wealth first reported a position in RYLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.37M in Q1 2024. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Corient Private Wealth held 24,084 shares of Global X Russell 2000 Covered Call ETF worth $385K as of Q2 2026.
Corient Private Wealth sold 141 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $2.19K.
Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2400 holding.
Corient Private Wealth first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2023 and has held it in 13 quarters since.
Corient Private Wealth's Global X Russell 2000 Covered Call ETF position peaked at $2.37M in Q1 2024.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.