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

Newbridge Financial Services 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
Q2 		$2.17M Sell
135,883
-1,498
-1% -$23.3K 0.27% 76
2026
Q1 		$2.05M Sell
137,381
-1,315
-0.9% -$20.3K 0.34% 65
2025
Q4 		$2.12M Buy
138,696
+2,706
+2% +$41.4K 0.33% 66
2025
Q3 		$2.05M Sell
135,990
-7,038
-5% -$105K 0.31% 69
2025
Q2 		$2.13M Sell
143,028
-54,435
-28% -$792K 0.35% 59
2025
Q1 		$2.98M Buy
197,463
+28,185
+17% +$454K 0.72% 34
2024
Q4 		$2.77M Buy
169,278
+41,714
+33% +$686K 0.71% 32
2024
Q3 		$2.06M Buy
127,564
+56,702
+80% +$908K 0.72% 35
2024
Q2 		$1.14M Buy
70,862
+43,487
+159% +$711K 0.42% 50
2024
Q1 		$463K Buy
27,375
+7,413
+37% +$123K 0.2% 103
2023
Q4 		$334K Sell
19,962
-8,984
-31% -$149K 0.16% 131
2023
Q3 		$494K Buy
28,946
+11,437
+65% +$203K 0.25% 90
2023
Q2 		$317K Buy
17,509
+6,126
+54% +$110K 0.15% 133
2023
Q1 		$204K Buy
11,383
+2,969
+35% +$56K 0.11% 182
2022
Q4 		$158K Buy
8,414
+4,383
+109% +$84.5K 0.09% 217
2022
Q3 		$74K Buy
4,031
+3,452
+596% +$70.4K 0.04% 355
2022
Q2 		$12K Hold
579
– – 0.01% 818
2022
Q1 		$14K Buy
+579
New +$13.5K 0.01% 841

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Newbridge Financial Services Group's RYLD Position: Q2 2026 in Review

Newbridge Financial Services Group reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 1.1% in Q2 2026, selling an estimated $23.3K and leaving 135,883 shares worth $2.17M. The position accounts for 0.27% of the portfolio, ranked #76.

Newbridge Financial Services Group first reported a position in RYLD in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.98M in Q1 2025. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Newbridge Financial Services Group held 135,883 shares of Global X Russell 2000 Covered Call ETF worth $2.17M as of Q2 2026.
  • Newbridge Financial Services Group sold 1,498 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $23.3K.
  • Global X Russell 2000 Covered Call ETF made up 0.27% of Newbridge Financial Services Group's portfolio in Q2 2026, its #76 holding.
  • Newbridge Financial Services Group first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and has held it in 18 quarters since.
  • Newbridge Financial Services Group's Global X Russell 2000 Covered Call ETF position peaked at $2.98M in Q1 2025.
  • 163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Newbridge Financial Services Group's 13F filing for Q2 2026, filed 14 Aug 2026.