Independent Advisor Alliance’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Independent Advisor Alliance’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	$526K	Sell	32,877 -18,598	-36%	-$289K	0.01%	653
2026 Q1	$770K	Sell	51,475 -39,588	-43%	-$612K	0.01%	953
2025 Q4	$1.39M	Sell	91,063 -9,869	-10%	-$151K	0.03%	379
2025 Q3	$1.52M	Sell	100,932 -41,374	-29%	-$620K	0.04%	351
2025 Q2	$2.12M	Buy	142,306 +101,504	+249%	+$1.48M	0.06%	262
2025 Q1	$616K	Sell	40,802 -138,772	-77%	-$2.24M	0.02%	478
2024 Q4	$2.93M	Buy	+179,574	New	+$2.95M	0.04%	412

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

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 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

Independent Advisor Alliance's RYLD Position: Q2 2026 in Review

Independent Advisor Alliance reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 36% in Q2 2026, selling an estimated $289K and leaving 32,877 shares worth $526K. The position accounts for 0.01% of the portfolio, ranked #653.

Independent Advisor Alliance first reported a position in RYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.93M in Q4 2024. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Independent Advisor Alliance held 32,877 shares of Global X Russell 2000 Covered Call ETF worth $526K as of Q2 2026.
Independent Advisor Alliance sold 18,598 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $289K.
Global X Russell 2000 Covered Call ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q2 2026, its #653 holding.
Independent Advisor Alliance first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
Independent Advisor Alliance's Global X Russell 2000 Covered Call ETF position peaked at $2.93M in Q4 2024.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.