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 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 $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 $1.57B AUM 20.25% 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

Independent Advisor Alliance's RYLD Position: Q1 2026 in Review

Independent Advisor Alliance reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 43% in Q1 2026, selling an estimated $612K and leaving 51,475 shares worth $770K. The position accounts for 0.01% of the portfolio, ranked #953.

Independent Advisor Alliance first reported a position in RYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.93M in Q4 2024. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Independent Advisor Alliance held 51,475 shares of Global X Russell 2000 Covered Call ETF worth $770K as of Q1 2026.
Independent Advisor Alliance sold 39,588 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $612K.
Global X Russell 2000 Covered Call ETF made up 0.01% of Independent Advisor Alliance's portfolio in Q1 2026, its #953 holding.
Independent Advisor Alliance first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
Independent Advisor Alliance's Global X Russell 2000 Covered Call ETF position peaked at $2.93M in Q4 2024.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Independent Advisor Alliance's 13F filing for Q1 2026, filed 12 May 2026.