LPL Financial
RYLD icon

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

LPL 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
Q1 		$54.7M Buy
3,661,623
+492,396
+16% +$7.61M 0.01% 870
2025
Q4 		$48.5M Sell
3,169,227
-38,200
-1% -$585K 0.01% 890
2025
Q3 		$48.3M Buy
3,207,427
+68,276
+2% +$1.02M 0.01% 865
2025
Q2 		$46.8M Buy
3,139,151
+140,617
+5% +$2.05M 0.02% 794
2025
Q1 		$45.3M Sell
2,998,534
-231,886
-7% -$3.74M 0.02% 727
2024
Q4 		$52.8M Buy
3,230,420
+303,441
+10% +$4.99M 0.02% 630
2024
Q3 		$47.3M Buy
2,926,979
+423,378
+17% +$6.78M 0.02% 641
2024
Q2 		$40.1M Buy
2,503,601
+501,018
+25% +$8.2M 0.02% 647
2024
Q1 		$33.9M Sell
2,002,583
-743,169
-27% -$12.3M 0.02% 699
2023
Q4 		$46M Sell
2,745,752
-1,154,286
-30% -$19.2M 0.03% 529
2023
Q3 		$66.5M Buy
3,900,038
+89,530
+2% +$1.59M 0.05% 357
2023
Q2 		$68.9M Buy
3,810,508
+2,387,446
+168% +$43M 0.05% 335
2023
Q1 		$25.6M Sell
1,423,062
-239,837
-14% -$4.52M 0.02% 655
2022
Q4 		$31.3M Buy
1,662,899
+299,166
+22% +$5.77M 0.03% 523
2022
Q3 		$25.1M Buy
1,363,733
+145,655
+12% +$2.97M 0.02% 548
2022
Q2 		$25M Buy
1,218,078
+226,079
+23% +$4.93M 0.02% 559
2022
Q1 		$23.6M Buy
991,999
+483,710
+95% +$11.3M 0.02% 604
2021
Q4 		$12.4M Buy
508,289
+112,604
+28% +$2.81M 0.01% 896
2021
Q3 		$9.85M Buy
395,685
+256,406
+184% +$6.45M 0.01% 978
2021
Q2 		$3.56M Buy
139,279
+85,388
+158% +$2.13M ﹤0.01% 1583
2021
Q1 		$1.31M Buy
+53,891
New +$1.27M ﹤0.01% 2169

Other funds holding RYLD

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 $1.57B AUM 20.25% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial's RYLD Position: Q1 2026 in Review

LPL Financial increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 16% in Q1 2026, buying an estimated $7.61M and bringing the position to 3,661,623 shares worth $54.7M. The position accounts for 0.01% of the portfolio, ranked #870.

LPL Financial first reported a position in RYLD in Q1 2021 and has held it in 21 quarters since. The position peaked at $68.9M in Q2 2023. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • LPL Financial held 3,661,623 shares of Global X Russell 2000 Covered Call ETF worth $54.7M as of Q1 2026.
  • LPL Financial bought 492,396 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $7.61M.
  • Global X Russell 2000 Covered Call ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #870 holding.
  • LPL Financial first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2021 and has held it in 21 quarters since.
  • LPL Financial's Global X Russell 2000 Covered Call ETF position peaked at $68.9M in Q2 2023.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.