Foundations Investment Advisors
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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
Q2 		$362K Sell
22,641
-2,467
-10% -$38.4K ﹤0.01% 888
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 $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
HUB Investment Partners
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
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Foundations Investment Advisors's RYLD Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 9.8% in Q2 2026, selling an estimated $38.4K and leaving 22,641 shares worth $362K. The position accounts for ﹤0.01% of the portfolio, ranked #888.

Foundations Investment Advisors first reported a position in RYLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $554K in Q3 2023. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Foundations Investment Advisors held 22,641 shares of Global X Russell 2000 Covered Call ETF worth $362K as of Q2 2026.
  • Foundations Investment Advisors sold 2,467 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $38.4K.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #888 holding.
  • Foundations Investment Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and has held it in 15 quarters since.
  • Foundations Investment Advisors's Global X Russell 2000 Covered Call ETF position peaked at $554K in Q3 2023.
  • 162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.