HUB Investment Partners’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

HUB Investment Partners’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	$15.1M	Buy	942,833 +41,681	+5%	+$649K	0.27%	69
2026 Q1	$13.5M	Buy	901,152 +69,327	+8%	+$1.07M	0.32%	60
2025 Q4	$12.7M	Sell	831,825 -177,809	-18%	-$2.72M	0.33%	61
2025 Q3	$15.2M	Sell	1,009,634 -153,957	-13%	-$2.31M	0.51%	41
2025 Q2	$17.3M	Sell	1,163,591 -21,040	-2%	-$306K	0.58%	37
2025 Q1	$17.9M	Buy	1,184,631 +241,645	+26%	+$3.89M	0.71%	34
2024 Q4	$15.4M	Buy	942,986 +304,557	+48%	+$5.01M	0.65%	38
2024 Q3	$10.3M	Buy	638,429 +113,444	+22%	+$1.82M	0.45%	62
2024 Q2	$8.42M	Buy	524,985 +122,264	+30%	+$2M	0.32%	67
2024 Q1	$6.81M	Buy	402,721 +87,672	+28%	+$1.45M	0.37%	64
2023 Q4	$5.27M	Buy	315,049 +73,951	+31%	+$1.23M	0.36%	73
2023 Q3	$4.11M	Buy	241,098 +187,179	+347%	+$3.32M	0.62%	43
2023 Q2	$975K	Buy	+53,919	New	+$972K	0.16%	92

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

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

BCM

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HUB Investment Partners's RYLD Position: Q2 2026 in Review

HUB Investment Partners increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 4.6% in Q2 2026, buying an estimated $649K and bringing the position to 942,833 shares worth $15.1M. The position accounts for 0.27% of the portfolio, ranked #69.

HUB Investment Partners first reported a position in RYLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $17.9M in Q1 2025. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

HUB Investment Partners held 942,833 shares of Global X Russell 2000 Covered Call ETF worth $15.1M as of Q2 2026.
HUB Investment Partners bought 41,681 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $649K.
Global X Russell 2000 Covered Call ETF made up 0.27% of HUB Investment Partners's portfolio in Q2 2026, its #69 holding.
HUB Investment Partners first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2023 and has held it in 13 quarters since.
HUB Investment Partners's Global X Russell 2000 Covered Call ETF position peaked at $17.9M in Q1 2025.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.