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Independent Financial Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Independent Financial 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
Q2 		$285K Sell
17,849
-1,000
-5% -$15.6K 0.01% 1272
2026
Q1 		$282K Sell
18,849
-707
-4% -$10.9K 0.01% 1193
2025
Q4 		$299K Hold
19,556
– – 0.01% 1152
2025
Q3 		$294K Sell
19,556
-2,942
-13% -$44.1K 0.01% 1100
2025
Q2 		$335K Sell
22,498
-25,094
-53% -$365K 0.01% 971
2025
Q1 		$719K Sell
47,592
-16,508
-26% -$266K 0.02% 579
2024
Q4 		$1.05M Sell
64,100
-44,189
-41% -$727K 0.03% 467
2024
Q3 		$1.75M Sell
108,289
-49,239
-31% -$789K 0.06% 295
2024
Q2 		$2.53M Buy
157,528
+18,004
+13% +$294K 0.1% 188
2024
Q1 		$2.36M Buy
139,524
+11,071
+9% +$183K 0.11% 182
2023
Q4 		$2.15M Sell
128,453
-27,358
-18% -$454K 0.12% 195
2023
Q3 		$2.66M Buy
155,811
+7,909
+5% +$140K 0.17% 129
2023
Q2 		$2.68M Buy
147,902
+31,588
+27% +$569K 0.18% 114
2023
Q1 		$2.09M Buy
116,314
+26,555
+30% +$501K 0.17% 134
2022
Q4 		$1.69M Buy
89,759
+6,212
+7% +$120K 0.15% 145
2022
Q3 		$1.54M Sell
83,547
-9,360
-10% -$191K 0.14% 147
2022
Q2 		$1.91M Buy
92,907
+23,302
+33% +$508K 0.2% 118
2022
Q1 		$1.66M Buy
69,605
+23,451
+51% +$546K 0.13% 155
2021
Q4 		$1.13M Buy
46,154
+12,044
+35% +$301K 0.09% 220
2021
Q3 		$849K Buy
34,110
+21,694
+175% +$546K 0.09% 251
2021
Q2 		$317K Buy
+12,416
New +$310K 0.03% 520

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
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 Financial Group's RYLD Position: Q2 2026 in Review

Independent Financial Group reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 5.3% in Q2 2026, selling an estimated $15.6K and leaving 17,849 shares worth $285K. The position accounts for 0.01% of the portfolio, ranked #1272.

Independent Financial Group first reported a position in RYLD in Q2 2021 and has held it in 21 quarters since. The position peaked at $2.68M in Q2 2023. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Independent Financial Group held 17,849 shares of Global X Russell 2000 Covered Call ETF worth $285K as of Q2 2026.
  • Independent Financial Group sold 1,000 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $15.6K.
  • Global X Russell 2000 Covered Call ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1272 holding.
  • Independent Financial Group first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2021 and has held it in 21 quarters since.
  • Independent Financial Group's Global X Russell 2000 Covered Call ETF position peaked at $2.68M in Q2 2023.
  • 162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.