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 Q2	$2.2M	Sell	137,782 -23,907	-15%	-$372K	1.3%	17
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 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

Palacios Wealth Management's RYLD Position: Q2 2026 in Review

Palacios Wealth Management reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 15% in Q2 2026, selling an estimated $372K and leaving 137,782 shares worth $2.2M. The position accounts for 1.3% of the portfolio, ranked #17.

Palacios Wealth Management first reported a position in RYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q3 2025. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Palacios Wealth Management held 137,782 shares of Global X Russell 2000 Covered Call ETF worth $2.2M as of Q2 2026.
Palacios Wealth Management sold 23,907 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $372K.
Global X Russell 2000 Covered Call ETF made up 1.3% of Palacios Wealth Management's portfolio in Q2 2026, its #17 holding.
Palacios Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
Palacios Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $4.78M in Q3 2025.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Palacios Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.