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

LifeSteps Financial’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
Q3 		– Sell
-175
Closed -$2.8K – 588
2026
Q2 		$2.8K Buy
+175
New +$2.72K ﹤0.01% 630

Other funds holding RYLD

Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
NFSG
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Valeo Financial Advisors
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return
FA
Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

LifeSteps Financial's RYLD Position: Q3 2026 in Review

LifeSteps Financial sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q3 2026, closing a stake of 175 shares — an estimated $2.8K sold.

LifeSteps Financial first reported a position in RYLD in Q2 2026 and held it in 1 quarter. The position peaked at $2.8K in Q2 2026. 26 funds tracked by Wall St. Rank hold RYLD as of Q3 2026.

  • LifeSteps Financial reported no remaining Global X Russell 2000 Covered Call ETF position as of Q3 2026 after selling out during the quarter.
  • LifeSteps Financial sold 175 Global X Russell 2000 Covered Call ETF shares in Q3 2026, an estimated $2.8K.
  • LifeSteps Financial first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2026 and held it in 1 quarter.
  • LifeSteps Financial's Global X Russell 2000 Covered Call ETF position peaked at $2.8K in Q2 2026.
  • 26 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2026.

Based on LifeSteps Financial's 13F filing for Q3 2026, filed 15 Oct 2026.