Larson Financial Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Larson Financial Group’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	$16	Hold	1	–	–	﹤0.01%	3592
2025 Q4	$15	Hold	1	–	–	﹤0.01%	3418
2025 Q3	$15	Hold	1	–	–	﹤0.01%	3399
2025 Q2	$14	Hold	1	–	–	﹤0.01%	3259
2025 Q1	$14	Hold	1	–	–	﹤0.01%	3047
2024 Q4	$14	Hold	1	–	–	﹤0.01%	2753
2024 Q3	$14	Hold	1	–	–	﹤0.01%	2681
2024 Q2	$13	Hold	1	–	–	﹤0.01%	2414
2024 Q1	$14	Hold	1	–	–	﹤0.01%	1776
2023 Q4	$13	Hold	1	–	–	﹤0.01%	1777
2023 Q3	$13	Sell	1 -24	-96%	-$425	﹤0.01%	1694
2023 Q2	$443	Buy	25 +1	+4%	+$18	﹤0.01%	1450
2023 Q1	$428	Sell	24 -12	-33%	-$226	﹤0.01%	1427
2022 Q4	$677	Buy	+36	New	+$694	﹤0.01%	1344

Other funds holding RYLD

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

Bank of America

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

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

AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return

Cetera Investment Advisers

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

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