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

CreativeOne 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 Q1	$2.08M	Buy	138,954 +46,144	+50%	+$713K	0.05%	351
2025 Q4	$1.42M	Sell	92,810 -13,259	-13%	-$203K	0.03%	428
2025 Q3	$1.6M	Buy	106,069 +37,867	+56%	+$568K	0.04%	398
2025 Q2	$1.02M	Buy	68,202 +14,101	+26%	+$205K	0.03%	526
2025 Q1	$817K	Sell	54,101 -9,565	-15%	-$154K	0.02%	544
2024 Q4	$1.04M	Buy	63,666 +5,769	+10%	+$94.9K	0.03%	457
2024 Q3	$936K	Buy	57,897 +9,453	+20%	+$151K	0.03%	452
2024 Q2	$776K	Buy	48,444 +11,076	+30%	+$181K	0.04%	380
2024 Q1	$632K	Buy	37,368 +14,407	+63%	+$238K	0.03%	496
2023 Q4	$385K	Buy	22,961 +10,682	+87%	+$177K	0.02%	429
2023 Q3	$210K	Buy	+12,279	New	+$218K	0.02%	526
2022 Q1	–	Sell	-20,244	Closed	-$494K	–	803
2021 Q4	$494K	Buy	20,244 +9,469	+88%	+$236K	0.02%	460
2021 Q3	$268K	Buy	+10,775	New	+$271K	0.02%	587

Other funds holding RYLD

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

ACM

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

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

CreativeOne Wealth's RYLD Position: Q1 2026 in Review

CreativeOne Wealth increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 50% in Q1 2026, buying an estimated $713K and bringing the position to 138,954 shares worth $2.08M. The position accounts for 0.05% of the portfolio, ranked #351.

CreativeOne Wealth first reported a position in RYLD in Q3 2021 and has held it in 13 quarters since. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

CreativeOne Wealth held 138,954 shares of Global X Russell 2000 Covered Call ETF worth $2.08M as of Q1 2026.
CreativeOne Wealth bought 46,144 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $713K.
Global X Russell 2000 Covered Call ETF made up 0.05% of CreativeOne Wealth's portfolio in Q1 2026, its #351 holding.
CreativeOne Wealth first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2021 and has held it in 13 quarters since.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.