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

Lifestyle 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
2026
Q1 		– Sell
-11,787
Closed -$180K – 151
2025
Q4 		$180K Hold
11,787
– – 0.06% 138
2025
Q3 		$177K Buy
+11,787
New +$177K 0.06% 134
2025
Q2 		– Sell
-11,862
Closed -$179K – 142
2025
Q1 		$179K Buy
+11,862
New +$191K 0.1% 115

Other funds holding RYLD

LPL Financial
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lifestyle Asset Management's RYLD Position: Q1 2026 in Review

Lifestyle Asset Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2026, closing a stake of 11,787 shares — an estimated $180K sold.

Lifestyle Asset Management first reported a position in RYLD in Q1 2025 and held it in 3 quarters. The position peaked at $180K in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Lifestyle Asset Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Lifestyle Asset Management sold 11,787 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $180K.
  • Lifestyle Asset Management first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2025 and held it in 3 quarters.
  • Lifestyle Asset Management's Global X Russell 2000 Covered Call ETF position peaked at $180K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Lifestyle Asset Management's 13F filing for Q1 2026, filed 10 Apr 2026.