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Palacios Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Palacios Wealth Management’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 		$2.5M Buy
161,689
+31,725
+24% +$491K 1.56% 14
2025
Q4 		$1.99M Sell
129,964
-187,550
-59% -$2.87M 1.52% 18
2025
Q3 		$4.78M Buy
317,514
+74,439
+31% +$1.12M 3.15% 8
2025
Q2 		$3.62M Sell
243,075
-6,814
-3% -$99.1K 2.98% 8
2025
Q1 		$3.77M Buy
249,889
+22,632
+10% +$365K 2.8% 5
2024
Q4 		$3.79M Buy
+227,257
New +$3.74M 4.09% 4

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

Palacios Wealth Management's RYLD Position: Q1 2026 in Review

Palacios Wealth Management increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 24% in Q1 2026, buying an estimated $491K and bringing the position to 161,689 shares worth $2.5M. The position accounts for 1.56% of the portfolio, ranked #14.

Palacios Wealth Management first reported a position in RYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.78M in Q3 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Palacios Wealth Management held 161,689 shares of Global X Russell 2000 Covered Call ETF worth $2.5M as of Q1 2026.
  • Palacios Wealth Management bought 31,725 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $491K.
  • Global X Russell 2000 Covered Call ETF made up 1.56% of Palacios Wealth Management's portfolio in Q1 2026, its #14 holding.
  • Palacios Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
  • Palacios Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $4.78M in Q3 2025.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Palacios Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.