NWF Advisory Services’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

NWF Advisory Services’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	$902K	Buy	58,330 +550	+1%	+$8.83K	0.08%	156
2026 Q2	$924K	Sell	57,780 -3,100	-5%	-$48.2K	0.09%	155
2026 Q1	$910K	Buy	60,880 +2,750	+5%	+$42.5K	0.1%	141
2025 Q4	$889K	Sell	58,130 -12,200	-17%	-$187K	0.1%	141
2025 Q3	$1.06M	Sell	70,330 -22,106	-24%	-$331K	0.12%	128
2025 Q2	$1.38M	Sell	92,436 -10,100	-10%	-$147K	0.16%	104
2025 Q1	$1.55M	Buy	+102,536	New	+$1.65M	0.22%	87
2024 Q4	–	Sell	-72,006	Closed	-$1.16M	–	395
2024 Q3	$1.16M	Sell	72,006 -1,350	-2%	-$21.6K	0.17%	99
2024 Q2	$1.18M	Buy	73,356 +4,000	+6%	+$65.4K	0.19%	88
2024 Q1	$1.17M	Buy	69,356 +6,500	+10%	+$107K	0.2%	92
2023 Q4	$1.05M	Hold	62,856	–	–	0.21%	88
2023 Q3	$1.07M	Buy	62,856 +5,150	+9%	+$91.3K	0.25%	78
2023 Q2	$1.04M	Hold	57,706	–	–	0.24%	81
2023 Q1	$1.04M	Buy	+57,706	New	+$1.09M	0.24%	81

Other funds holding RYLD

AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

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 Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return

AHL

Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

NWF Advisory Services's RYLD Position: Q3 2026 in Review

NWF Advisory Services increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.95% in Q3 2026, buying an estimated $8.83K and bringing the position to 58,330 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #156.

NWF Advisory Services first reported a position in RYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.55M in Q1 2025. 36 funds tracked by Wall St. Rank hold RYLD as of Q3 2026.

NWF Advisory Services held 58,330 shares of Global X Russell 2000 Covered Call ETF worth $902K as of Q3 2026.
NWF Advisory Services bought 550 Global X Russell 2000 Covered Call ETF shares in Q3 2026, an estimated $8.83K.
Global X Russell 2000 Covered Call ETF made up 0.08% of NWF Advisory Services's portfolio in Q3 2026, its #156 holding.
NWF Advisory Services first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Global X Russell 2000 Covered Call ETF position peaked at $1.55M in Q1 2025.
36 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.