BFC Planning, Inc.’s Global X Russell 2000 Covered Call & Growth ETF RYLG Stock Holding History

BFC Planning, Inc.’s Portfolio RYLG Stock Details RYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$152K	Buy	6,153 +37	+0.6%	+$874	0.01%	1045
2026 Q1	$133K	Buy	6,116 +94	+2%	+$2.14K	0.01%	1018
2025 Q4	$133K	Buy	6,022 +42	+0.7%	+$959	0.01%	1025
2025 Q3	$135K	Buy	5,980 +32	+0.5%	+$702	0.01%	810
2025 Q2	$126K	Buy	5,948 +2,798	+89%	+$56.7K	0.01%	790
2025 Q1	$65K	Buy	3,150 +600	+24%	+$13.3K	0.01%	1009
2024 Q4	$57.5K	Buy	+2,550	New	+$67.5K	﹤0.01%	1048

Other funds holding RYLG

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

BFCFSI

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. Cedar Rapids, Iowa $743M AUM 33.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Murphy & Mullick Capital Management Smithtown, New York $163M AUM 30.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BFC Planning, Inc.'s RYLG Position: Q2 2026 in Review

BFC Planning, Inc. increased its Global X Russell 2000 Covered Call & Growth ETF (RYLG) stake by 0.6% in Q2 2026, buying an estimated $874 and bringing the position to 6,153 shares worth $152K. The position accounts for 0.01% of the portfolio, ranked #1045.

BFC Planning, Inc. first reported a position in RYLG in Q4 2024 and has held it in 7 quarters since. 10 funds tracked by Wall St. Rank hold RYLG as of Q2 2026.

BFC Planning, Inc. held 6,153 shares of Global X Russell 2000 Covered Call & Growth ETF worth $152K as of Q2 2026.
BFC Planning, Inc. bought 37 Global X Russell 2000 Covered Call & Growth ETF shares in Q2 2026, an estimated $874.
Global X Russell 2000 Covered Call & Growth ETF made up 0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #1045 holding.
BFC Planning, Inc. first reported a position in Global X Russell 2000 Covered Call & Growth ETF in Q4 2024 and has held it in 7 quarters since.
10 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call & Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.