Kingswood Wealth Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Kingswood Wealth Advisors’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	$249K	Buy	15,573 +2,952	+23%	+$45.9K	0.01%	863
2026 Q1	$189K	Sell	12,621 -2,894	-19%	-$44.7K	0.01%	887
2025 Q4	$237K	Buy	15,515 +4,869	+46%	+$74.6K	0.01%	763
2025 Q3	$160K	Sell	10,646 -16,778	-61%	-$251K	0.01%	771
2025 Q2	$409K	Buy	27,424 +4,956	+22%	+$72.1K	0.03%	473
2025 Q1	$339K	Buy	22,468 +7,773	+53%	+$125K	0.03%	500
2024 Q4	$240K	Buy	14,695 +1,240	+9%	+$20.4K	0.02%	682
2024 Q3	$217K	Buy	+13,455	New	+$215K	0.02%	649

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

Kingswood Wealth Advisors's RYLD Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 23% in Q2 2026, buying an estimated $45.9K and bringing the position to 15,573 shares worth $249K. The position accounts for 0.01% of the portfolio, ranked #863.

Kingswood Wealth Advisors first reported a position in RYLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $409K in Q2 2025. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Kingswood Wealth Advisors held 15,573 shares of Global X Russell 2000 Covered Call ETF worth $249K as of Q2 2026.
Kingswood Wealth Advisors bought 2,952 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $45.9K.
Global X Russell 2000 Covered Call ETF made up 0.01% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #863 holding.
Kingswood Wealth Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2024 and has held it in 8 quarters since.
Kingswood Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $409K in Q2 2025.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.