High Net Worth Advisory Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

High Net Worth Advisory 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	$1.06M	Sell	70,589 -7,924	-10%	-$123K	0.25%	94
2025 Q4	$1.2M	Sell	78,513 -14,344	-15%	-$220K	0.28%	81
2025 Q3	$1.4M	Buy	92,857 +5,799	+7%	+$86.9K	0.34%	67
2025 Q2	$1.3M	Sell	87,058 -5,873	-6%	-$85.4K	0.34%	64
2025 Q1	$1.4M	Sell	92,931 -513	-0.5%	-$8.26K	0.4%	59
2024 Q4	$1.53M	Sell	93,444 -1,395	-1%	-$22.9K	0.43%	59
2024 Q3	$1.53M	Sell	94,839 -33,325	-26%	-$534K	0.42%	58
2024 Q2	$2.05M	Buy	128,164 +15,322	+14%	+$251K	0.62%	39
2024 Q1	$1.91M	Buy	112,842 +58,463	+108%	+$966K	0.6%	41
2023 Q4	$910K	Sell	54,379 -43,370	-44%	-$720K	0.34%	74
2023 Q3	$1.67M	Buy	97,749 +6,800	+7%	+$121K	0.67%	40
2023 Q2	$1.65M	Buy	90,949 +25,029	+38%	+$451K	0.64%	43
2023 Q1	$1.18M	Buy	65,920 +12,362	+23%	+$233K	0.48%	56
2022 Q4	$1.01M	Buy	53,558 +11,425	+27%	+$220K	0.39%	63
2022 Q3	$777K	Buy	42,133 +6,585	+19%	+$134K	0.33%	68
2022 Q2	$730K	Buy	35,548 +12,799	+56%	+$279K	0.3%	82
2022 Q1	$542K	Buy	22,749 +5,768	+34%	+$134K	0.2%	100
2021 Q4	$415K	Buy	+16,981	New	+$424K	0.14%	126

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

High Net Worth Advisory Group's RYLD Position: Q1 2026 in Review

High Net Worth Advisory Group reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 10% in Q1 2026, selling an estimated $123K and leaving 70,589 shares worth $1.06M. The position accounts for 0.25% of the portfolio, ranked #94.

High Net Worth Advisory Group first reported a position in RYLD in Q4 2021 and has held it in 18 quarters since. The position peaked at $2.05M in Q2 2024. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

High Net Worth Advisory Group held 70,589 shares of Global X Russell 2000 Covered Call ETF worth $1.06M as of Q1 2026.
High Net Worth Advisory Group sold 7,924 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $123K.
Global X Russell 2000 Covered Call ETF made up 0.25% of High Net Worth Advisory Group's portfolio in Q1 2026, its #94 holding.
High Net Worth Advisory Group first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2021 and has held it in 18 quarters since.
High Net Worth Advisory Group's Global X Russell 2000 Covered Call ETF position peaked at $2.05M in Q2 2024.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on High Net Worth Advisory Group's 13F filing for Q1 2026, filed 17 Apr 2026.