FIA
RYLD icon

Foundations Investment Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Foundations Investment Advisors’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 		$375K Sell
25,108
-1,191
-5% -$18.4K ﹤0.01% 823
2025
Q4 		$402K Buy
26,299
+2,705
+11% +$41.4K 0.01% 788
2025
Q3 		$355K Sell
23,594
-2,576
-10% -$38.6K 0.01% 777
2025
Q2 		$390K Sell
26,170
-470
-2% -$6.84K 0.01% 653
2025
Q1 		$402K Sell
26,640
-1,384
-5% -$22.3K 0.01% 634
2024
Q4 		$458K Buy
28,024
+351
+1% +$5.77K 0.01% 556
2024
Q3 		$447K Buy
27,673
+4,318
+18% +$69.1K 0.01% 541
2024
Q2 		$374K Sell
23,355
-163
-0.7% -$2.67K 0.01% 559
2024
Q1 		$398K Sell
23,518
-8,423
-26% -$139K 0.01% 515
2023
Q4 		$524K Sell
31,941
-555
-2% -$9.21K 0.01% 428
2023
Q3 		$554K Buy
32,496
+7,834
+32% +$139K 0.02% 367
2023
Q2 		$446K Sell
24,662
-289
-1% -$5.21K 0.01% 385
2023
Q1 		$448K Buy
24,951
+565
+2% +$10.7K 0.02% 339
2022
Q4 		$459K Buy
+24,386
New +$470K 0.02% 292

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
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
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

Foundations Investment Advisors's RYLD Position: Q1 2026 in Review

Foundations Investment Advisors reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 4.5% in Q1 2026, selling an estimated $18.4K and leaving 25,108 shares worth $375K. The position accounts for ﹤0.01% of the portfolio, ranked #823.

Foundations Investment Advisors first reported a position in RYLD in Q4 2022 and has held it in 14 quarters since. The position peaked at $554K in Q3 2023. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Foundations Investment Advisors held 25,108 shares of Global X Russell 2000 Covered Call ETF worth $375K as of Q1 2026.
  • Foundations Investment Advisors sold 1,191 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $18.4K.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #823 holding.
  • Foundations Investment Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and has held it in 14 quarters since.
  • Foundations Investment Advisors's Global X Russell 2000 Covered Call ETF position peaked at $554K in Q3 2023.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.