Great Valley Advisor Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Great Valley Advisor Group’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	$464K	Buy	29,024 +9,899	+52%	+$154K	0.01%	745
2026 Q1	$286K	Sell	19,125 -185	-1%	-$2.86K	0.01%	841
2025 Q4	$296K	Buy	19,310 +1,555	+9%	+$23.8K	0.01%	787
2025 Q3	$267K	Buy	17,755 +4,019	+29%	+$60.2K	0.01%	800
2025 Q2	$205K	Buy	13,736 +2,334	+20%	+$33.9K	﹤0.01%	861
2025 Q1	$172K	Buy	+11,402	New	+$184K	﹤0.01%	846

Other funds holding RYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Great Valley Advisor Group's RYLD Position: Q2 2026 in Review

Great Valley Advisor Group increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 52% in Q2 2026, buying an estimated $154K and bringing the position to 29,024 shares worth $464K. The position accounts for 0.01% of the portfolio, ranked #745.

Great Valley Advisor Group first reported a position in RYLD in Q1 2025 and has held it in 6 quarters since. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Great Valley Advisor Group held 29,024 shares of Global X Russell 2000 Covered Call ETF worth $464K as of Q2 2026.
Great Valley Advisor Group bought 9,899 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $154K.
Global X Russell 2000 Covered Call ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #745 holding.
Great Valley Advisor Group first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.