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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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 		$43.8K Buy
2,737
+35
+1% +$545 0.01% 338
2026
Q1 		$40.4K Buy
2,702
+18
+0.7% +$278 0.01% 315
2025
Q4 		$41.1K Buy
2,684
+19
+0.7% +$291 0.01% 319
2025
Q3 		$40.1K Sell
2,665
-2,691
-50% -$40.3K 0.01% 295
2025
Q2 		$79.9K Buy
5,356
+19
+0.4% +$276 0.03% 216
2025
Q1 		$80.6K Buy
5,337
+43
+0.8% +$693 0.03% 215
2024
Q4 		$86.5K Sell
5,294
-16,137
-75% -$265K 0.03% 201
2024
Q3 		$346K Sell
21,431
-358
-2% -$5.73K 0.18% 72
2024
Q2 		$349K Sell
21,789
-2,319
-10% -$37.9K 0.2% 69
2024
Q1 		$408K Buy
24,108
+11,229
+87% +$186K 0.27% 61
2023
Q4 		$216K Buy
12,879
+25
+0.2% +$415 0.14% 85
2023
Q3 		$219K Sell
12,854
-52,792
-80% -$936K 0.16% 77
2023
Q2 		$168K Buy
65,646
+56,349
+606% +$1.02M 0.12% 93
2023
Q1 		$167K Buy
+9,297
New +$175K 0.13% 90

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s RYLD Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 1.3% in Q2 2026, buying an estimated $545 and bringing the position to 2,737 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #338.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in RYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $408K in Q1 2024. 104 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 2,737 shares of Global X Russell 2000 Covered Call ETF worth $43.8K as of Q2 2026.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. bought 35 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $545.
  • Global X Russell 2000 Covered Call ETF made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #338 holding.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Global X Russell 2000 Covered Call ETF position peaked at $408K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.