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Ferguson Wellman Capital Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Ferguson Wellman Capital Management’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 		$259K Hold
16,200
– – ﹤0.01% 390
2026
Q1 		$242K Buy
+16,200
New +$250K ﹤0.01% 376

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
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

Ferguson Wellman Capital Management's RYLD Position: Q2 2026 in Review

Ferguson Wellman Capital Management held its Global X Russell 2000 Covered Call ETF (RYLD) position steady in Q2 2026 at 16,200 shares worth $259K. The position accounts for ﹤0.01% of the portfolio, ranked #390.

Ferguson Wellman Capital Management first reported a position in RYLD in Q1 2026 and has held it in 2 quarters since. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Ferguson Wellman Capital Management held 16,200 shares of Global X Russell 2000 Covered Call ETF worth $259K as of Q2 2026.
  • Ferguson Wellman Capital Management left its Global X Russell 2000 Covered Call ETF share count unchanged in Q2 2026.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Ferguson Wellman Capital Management's portfolio in Q2 2026, its #390 holding.
  • Ferguson Wellman Capital Management first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2026 and has held it in 2 quarters since.
  • 162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Ferguson Wellman Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.