Oakmont Advisory Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Oakmont Advisory 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	$858K	Buy	53,634 +4,175	+8%	+$65K	0.72%	31
2026 Q1	$739K	Buy	49,459 +17,717	+56%	+$274K	0.75%	34
2025 Q4	$486K	Buy	+31,742	New	+$486K	0.52%	52

Other funds holding RYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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 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

Oakmont Advisory Group's RYLD Position: Q2 2026 in Review

Oakmont Advisory Group increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 8.4% in Q2 2026, buying an estimated $65K and bringing the position to 53,634 shares worth $858K. The position accounts for 0.72% of the portfolio, ranked #31.

Oakmont Advisory Group first reported a position in RYLD in Q4 2025 and has held it in 3 quarters since. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Oakmont Advisory Group held 53,634 shares of Global X Russell 2000 Covered Call ETF worth $858K as of Q2 2026.
Oakmont Advisory Group bought 4,175 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $65K.
Global X Russell 2000 Covered Call ETF made up 0.72% of Oakmont Advisory Group's portfolio in Q2 2026, its #31 holding.
Oakmont Advisory Group first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2025 and has held it in 3 quarters since.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.