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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
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 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: Q1 2026 in Review

OneAscent Family Office increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 9.5% in Q1 2026, buying an estimated $82.8K and bringing the position to 61,951 shares worth $926K. The position accounts for 0.65% of the portfolio, ranked #34.

OneAscent Family Office first reported a position in RYLD in Q3 2025 and has held it in 3 quarters since. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • OneAscent Family Office held 61,951 shares of Global X Russell 2000 Covered Call ETF worth $926K as of Q1 2026.
  • OneAscent Family Office bought 5,356 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $82.8K.
  • Global X Russell 2000 Covered Call ETF made up 0.65% of OneAscent Family Office's portfolio in Q1 2026, its #34 holding.
  • OneAscent Family Office first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on OneAscent Family Office's 13F filing for Q1 2026, filed 21 Apr 2026.