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 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 $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 $1.36B 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

Institute for Wealth Management's RYLD Position: Q1 2026 in Review

Institute for Wealth Management reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.19% in Q1 2026, selling an estimated $4.22K and leaving 145,068 shares worth $2.17M. The position accounts for 0.23% of the portfolio, ranked #99.

Institute for Wealth Management first reported a position in RYLD in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.67M in Q2 2023. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Institute for Wealth Management held 145,068 shares of Global X Russell 2000 Covered Call ETF worth $2.17M as of Q1 2026.
Institute for Wealth Management sold 273 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $4.22K.
Global X Russell 2000 Covered Call ETF made up 0.23% of Institute for Wealth Management's portfolio in Q1 2026, its #99 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 13 quarters since.
Institute for Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $2.67M in Q2 2023.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Institute for Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.