OneAscent Family Office’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

OneAscent Family Office’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	$1.39M	Buy	86,866 +24,915	+40%	+$388K	0.7%	27
2026 Q1	$926K	Buy	61,951 +5,356	+9%	+$82.8K	0.65%	34
2025 Q4	$866K	Buy	56,595 +22,659	+67%	+$347K	0.59%	39
2025 Q3	$511K	Buy	+33,936	New	+$509K	0.42%	60

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

OneAscent Family Office's RYLD Position: Q2 2026 in Review

OneAscent Family Office increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 40% in Q2 2026, buying an estimated $388K and bringing the position to 86,866 shares worth $1.39M. The position accounts for 0.7% of the portfolio, ranked #27.

OneAscent Family Office first reported a position in RYLD in Q3 2025 and has held it in 4 quarters since. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

OneAscent Family Office held 86,866 shares of Global X Russell 2000 Covered Call ETF worth $1.39M as of Q2 2026.
OneAscent Family Office bought 24,915 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $388K.
Global X Russell 2000 Covered Call ETF made up 0.7% of OneAscent Family Office's portfolio in Q2 2026, its #27 holding.
OneAscent Family Office first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on OneAscent Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.