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Formidable Asset Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Formidable Asset 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 		$1.58M Sell
105,494
-7,117
-6% -$111K 0.25% 83
2026
Q1 		$1.72M Sell
112,611
-529
-0.5% -$8.18K 0.27% 73
2025
Q4 		$1.7M Sell
113,140
-12,099
-10% -$185K 0.25% 77
2025
Q3 		$1.87M Sell
125,239
-3,267
-3% -$49K 0.29% 68
2025
Q2 		$1.94M Hold
128,506
– – 0.32% 60
2025
Q1 		$1.94M Buy
128,506
+3,037
+2% +$48.9K 0.32% 60
2024
Q4 		$2.05M Buy
125,469
+21,660
+21% +$356K 0.34% 58
2024
Q3 		$1.68M Buy
+103,809
New +$1.66M 0.27% 75

Other funds holding RYLD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

Formidable Asset Management's RYLD Position: Q2 2026 in Review

Formidable Asset Management reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 6.3% in Q2 2026, selling an estimated $111K and leaving 105,494 shares worth $1.58M. The position accounts for 0.25% of the portfolio, ranked #83.

Formidable Asset Management first reported a position in RYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.05M in Q4 2024. 27 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Formidable Asset Management held 105,494 shares of Global X Russell 2000 Covered Call ETF worth $1.58M as of Q2 2026.
  • Formidable Asset Management sold 7,117 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $111K.
  • Global X Russell 2000 Covered Call ETF made up 0.25% of Formidable Asset Management's portfolio in Q2 2026, its #83 holding.
  • Formidable Asset Management first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
  • Formidable Asset Management's Global X Russell 2000 Covered Call ETF position peaked at $2.05M in Q4 2024.
  • 27 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.