Investment Partners Asset Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Investment Partners Asset 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
2025 Q4	–	Sell	-66,258	Closed	-$997K	–	165
2025 Q3	$997K	Sell	66,258 -1,189	-2%	-$17.8K	0.66%	38
2025 Q2	$1.01M	Sell	67,447 -112	-0.2%	-$1.63K	0.7%	40
2025 Q1	$1.02M	Buy	67,559 +17,672	+35%	+$285K	0.8%	37
2024 Q4	$815K	Sell	49,887 -19,696	-28%	-$324K	0.64%	46
2024 Q3	$1.12M	Sell	69,583 -4,559	-6%	-$73K	0.92%	31
2024 Q2	$1.19M	Sell	74,142 -5,292	-7%	-$86.6K	1.06%	26
2024 Q1	$1.34M	Buy	79,434 +1,009	+1%	+$16.7K	1.21%	21
2023 Q4	$1.31M	Buy	+78,425	New	+$1.3M	1.31%	18

Other funds holding RYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Investment Partners Asset Management's RYLD Position: Q4 2025 in Review

Investment Partners Asset Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2025, closing a stake of 66,258 shares — an estimated $997K sold.

Investment Partners Asset Management first reported a position in RYLD in Q4 2023 and held it in 8 quarters. The position peaked at $1.34M in Q1 2024. 164 funds tracked by Wall St. Rank hold RYLD as of Q4 2025.

Investment Partners Asset Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Investment Partners Asset Management sold 66,258 Global X Russell 2000 Covered Call ETF shares in Q4 2025, an estimated $997K.
Investment Partners Asset Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2023 and held it in 8 quarters.
Investment Partners Asset Management's Global X Russell 2000 Covered Call ETF position peaked at $1.34M in Q1 2024.
164 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2025.

Based on Investment Partners Asset Management's 13F filing for Q4 2025, filed 15 Jan 2026.