Institute for Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Institute for Wealth Management’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	$2.3M	Sell	143,819 -1,249	-0.9%	-$19.4K	0.2%	98
2026 Q1	$2.17M	Sell	145,068 -273	-0.2%	-$4.22K	0.23%	99
2025 Q4	$2.22M	Sell	145,341 -1,766	-1%	-$27.1K	0.24%	84
2025 Q3	$2.21M	Sell	147,107 -8,765	-6%	-$131K	0.23%	91
2025 Q2	$2.32M	Sell	155,872 -2,533	-2%	-$36.8K	0.26%	82
2025 Q1	$2.39M	Buy	158,405 +1,277	+0.8%	+$20.6K	0.31%	75
2024 Q4	$2.57M	Sell	157,128 -761	-0.5%	-$12.5K	0.32%	65
2024 Q3	$2.55M	Buy	157,889 +4,008	+3%	+$64.2K	0.32%	62
2024 Q2	$2.47M	Buy	153,881 +2,231	+1%	+$36.5K	0.33%	62
2024 Q1	$2.56M	Buy	151,650 +19,286	+15%	+$319K	0.33%	59
2023 Q4	$2.22M	Sell	132,364 -15,485	-10%	-$257K	0.36%	62
2023 Q3	$2.52M	Sell	147,849 -5	-0%	-$89	0.45%	45
2023 Q2	$2.67M	Buy	147,854 +19,509	+15%	+$352K	0.45%	49
2023 Q1	$2.31M	Buy	+128,345	New	+$2.42M	0.44%	50

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

Institute for Wealth Management's RYLD Position: Q2 2026 in Review

Institute for Wealth Management reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.86% in Q2 2026, selling an estimated $19.4K and leaving 143,819 shares worth $2.3M. The position accounts for 0.2% of the portfolio, ranked #98.

Institute for Wealth Management first reported a position in RYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.67M in Q2 2023. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Institute for Wealth Management held 143,819 shares of Global X Russell 2000 Covered Call ETF worth $2.3M as of Q2 2026.
Institute for Wealth Management sold 1,249 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $19.4K.
Global X Russell 2000 Covered Call ETF made up 0.2% of Institute for Wealth Management's portfolio in Q2 2026, its #98 holding.
Institute for Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
Institute for Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $2.67M in Q2 2023.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.