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

Nations 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
2025 Q2	–	Sell	-10,138	Closed	-$153K	–	695
2025 Q1	$153K	Sell	10,138 -7,528	-43%	-$121K	0.01%	635
2024 Q4	$289K	Sell	17,666 -12,070	-41%	-$199K	0.02%	558
2024 Q3	$481K	Buy	29,736 +845	+3%	+$13.5K	0.03%	445
2024 Q2	$463K	Buy	28,891 +1,190	+4%	+$19.5K	0.04%	423
2024 Q1	$468K	Buy	27,701 +7,101	+34%	+$117K	0.04%	425
2023 Q4	$345K	Buy	20,600 +1,500	+8%	+$24.9K	0.03%	485
2023 Q3	$326K	Buy	19,100 +3,213	+20%	+$57K	0.03%	482
2023 Q2	$287K	Buy	+15,887	New	+$286K	0.03%	511

Other funds holding RYLD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

BCM

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

Nations Financial Group's RYLD Position: Q2 2025 in Review

Nations Financial Group sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2025, closing a stake of 10,138 shares — an estimated $153K sold.

Nations Financial Group first reported a position in RYLD in Q2 2023 and held it in 8 quarters. The position peaked at $481K in Q3 2024. 155 funds tracked by Wall St. Rank hold RYLD as of Q2 2025.

Nations Financial Group reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Nations Financial Group sold 10,138 Global X Russell 2000 Covered Call ETF shares in Q2 2025, an estimated $153K.
Nations Financial Group first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2023 and held it in 8 quarters.
Nations Financial Group's Global X Russell 2000 Covered Call ETF position peaked at $481K in Q3 2024.
155 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2025.

Based on Nations Financial Group's 13F filing for Q2 2025, filed 11 Aug 2025.