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 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 $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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HUB Investment Partners's RYLD Position: Q1 2026 in Review

HUB Investment Partners increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 8.3% in Q1 2026, buying an estimated $1.07M and bringing the position to 901,152 shares worth $13.5M. The position accounts for 0.32% of the portfolio, ranked #60.

HUB Investment Partners first reported a position in RYLD in Q2 2023 and has held it in 12 quarters since. The position peaked at $17.9M in Q1 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

HUB Investment Partners held 901,152 shares of Global X Russell 2000 Covered Call ETF worth $13.5M as of Q1 2026.
HUB Investment Partners bought 69,327 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $1.07M.
Global X Russell 2000 Covered Call ETF made up 0.32% of HUB Investment Partners's portfolio in Q1 2026, its #60 holding.
HUB Investment Partners first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2023 and has held it in 12 quarters since.
HUB Investment Partners's Global X Russell 2000 Covered Call ETF position peaked at $17.9M in Q1 2025.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on HUB Investment Partners's 13F filing for Q1 2026, filed 15 May 2026.