Kestra Private Wealth Services’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Kestra Private Wealth Services’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	$221K	Buy	13,819 +98	+0.7%	+$1.52K	﹤0.01%	1648
2026 Q1	$205K	Buy	+13,721	New	+$212K	﹤0.01%	1626
2025 Q2	–	Sell	-12,576	Closed	-$190K	–	1667
2025 Q1	$190K	Sell	12,576 -7,680	-38%	-$124K	﹤0.01%	1393
2024 Q4	$331K	Buy	20,256 +5,032	+33%	+$82.8K	0.01%	1100
2024 Q3	$246K	Buy	15,224 +1,113	+8%	+$17.8K	﹤0.01%	1168
2024 Q2	$226K	Buy	14,111 +2,314	+20%	+$37.9K	﹤0.01%	1171
2024 Q1	$199K	Buy	11,797 +582	+5%	+$9.62K	﹤0.01%	1198
2023 Q4	$188K	Sell	11,215 -1,917	-15%	-$31.8K	﹤0.01%	1111
2023 Q3	$224K	Buy	13,132 +2,945	+29%	+$52.2K	0.01%	986
2023 Q2	$184K	Sell	10,187 -273	-3%	-$4.92K	0.01%	974
2023 Q1	$188K	Buy	+10,460	New	+$197K	0.01%	939
2022 Q1	–	Sell	-10,429	Closed	-$255K	–	1054
2021 Q4	$255K	Sell	10,429 -42	-0.4%	-$1.05K	0.01%	831
2021 Q3	$261K	Buy	10,471 +2,550	+32%	+$64.1K	0.01%	762
2021 Q2	$203K	Buy	+7,921	New	+$198K	0.01%	810

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

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

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

Kestra Private Wealth Services's RYLD Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.71% in Q2 2026, buying an estimated $1.52K and bringing the position to 13,819 shares worth $221K. The position accounts for ﹤0.01% of the portfolio, ranked #1648.

Kestra Private Wealth Services first reported a position in RYLD in Q2 2021 and has held it in 14 quarters since. The position peaked at $331K in Q4 2024. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Kestra Private Wealth Services held 13,819 shares of Global X Russell 2000 Covered Call ETF worth $221K as of Q2 2026.
Kestra Private Wealth Services bought 98 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $1.52K.
Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1648 holding.
Kestra Private Wealth Services first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2021 and has held it in 14 quarters since.
Kestra Private Wealth Services's Global X Russell 2000 Covered Call ETF position peaked at $331K in Q4 2024.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.