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Heritage Wealth Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Heritage Wealth 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 		– Sell
-429
Closed -$6.41K – 726
2026
Q1 		$6.41K Buy
+429
New +$6.63K ﹤0.01% 550

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

Heritage Wealth Advisors's RYLD Position: Q2 2026 in Review

Heritage Wealth Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2026, closing a stake of 429 shares — an estimated $6.41K sold.

Heritage Wealth Advisors first reported a position in RYLD in Q1 2026 and held it in 1 quarter. The position peaked at $6.41K in Q1 2026. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Heritage Wealth Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • Heritage Wealth Advisors sold 429 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $6.41K.
  • Heritage Wealth Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2026 and held it in 1 quarter.
  • Heritage Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $6.41K in Q1 2026.
  • 163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

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