Creative Planning’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Creative Planning’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
2025 Q4	–	Sell	-10,728	Closed	-$161K	–	4075
2025 Q3	$161K	Buy	+10,728	New	+$161K	﹤0.01%	3557
2024 Q2	–	Sell	-13,556	Closed	-$229K	–	3153
2024 Q1	$229K	Buy	13,556 +113	+0.8%	+$1.87K	﹤0.01%	2470
2023 Q4	$225K	Buy	+13,443	New	+$223K	﹤0.01%	2325
2023 Q3	–	Sell	-12,551	Closed	-$227K	–	3014
2023 Q2	$227K	Buy	+12,551	New	+$226K	﹤0.01%	2125
2023 Q1	–	Sell	-12,082	Closed	-$227K	–	2756
2022 Q4	$227K	Buy	+12,082	New	+$233K	﹤0.01%	1930

Other funds holding RYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

BCM

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

Creative Planning's RYLD Position: Q4 2025 in Review

Creative Planning sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2025, closing a stake of 10,728 shares — an estimated $161K sold.

Creative Planning first reported a position in RYLD in Q4 2022 and held it in 5 quarters. The position peaked at $229K in Q1 2024. 164 funds tracked by Wall St. Rank hold RYLD as of Q4 2025.

Creative Planning reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Creative Planning sold 10,728 Global X Russell 2000 Covered Call ETF shares in Q4 2025, an estimated $161K.
Creative Planning first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and held it in 5 quarters.
Creative Planning's Global X Russell 2000 Covered Call ETF position peaked at $229K in Q1 2024.
164 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.