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 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 $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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 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

Great Valley Advisor Group's RYLD Position: Q1 2026 in Review

Great Valley Advisor Group reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.96% in Q1 2026, selling an estimated $2.86K and leaving 19,125 shares worth $286K. The position accounts for 0.01% of the portfolio, ranked #841.

Great Valley Advisor Group first reported a position in RYLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Great Valley Advisor Group held 19,125 shares of Global X Russell 2000 Covered Call ETF worth $286K as of Q1 2026.
Great Valley Advisor Group sold 185 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $2.86K.
Global X Russell 2000 Covered Call ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q1 2026, its #841 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 5 quarters since.
Great Valley Advisor Group's Global X Russell 2000 Covered Call ETF position peaked at $296K in Q4 2025.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Great Valley Advisor Group's 13F filing for Q1 2026, filed 11 May 2026.