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Patriot Financial Group Insurance Agency’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Patriot Financial Group Insurance Agency’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 		– Sell
-12,358
Closed -$185K – 660
2026
Q1 		$185K Buy
+12,358
New +$191K 0.01% 673
2025
Q3 		– Sell
-15,112
Closed -$225K – 571
2025
Q2 		$225K Sell
15,112
-1,181
-7% -$17.2K 0.03% 466
2025
Q1 		$246K Sell
16,293
-1,430
-8% -$23K 0.03% 414
2024
Q4 		$290K Sell
17,723
-107
-0.6% -$1.76K 0.04% 375
2024
Q3 		$288K Buy
17,830
+1,462
+9% +$23.4K 0.04% 392
2024
Q2 		$262K Sell
16,368
-87
-0.5% -$1.42K 0.04% 398
2024
Q1 		$278K Buy
16,455
+900
+6% +$14.9K 0.04% 385
2023
Q4 		$260K Sell
15,555
-853
-5% -$14.2K 0.05% 369
2023
Q3 		$280K Buy
16,408
+49
+0.3% +$869 0.06% 340
2023
Q2 		$296K Sell
16,359
-718
-4% -$12.9K 0.06% 341
2023
Q1 		$307K Sell
17,077
-727
-4% -$13.7K 0.06% 331
2022
Q4 		$335K Buy
17,804
+830
+5% +$16K 0.05% 296
2022
Q3 		$313K Sell
16,974
-874
-5% -$17.8K 0.08% 290
2022
Q2 		$367K Buy
17,848
+1,578
+10% +$34.4K 0.07% 264
2022
Q1 		$387K Buy
16,270
+780
+5% +$18.2K 0.07% 282
2021
Q4 		$378K Buy
15,490
+3,096
+25% +$77.3K 0.06% 296
2021
Q3 		$308K Buy
12,394
+3,673
+42% +$92.4K 0.05% 334
2021
Q2 		$223K Hold
8,721
– – 0.04% 406
2021
Q1 		$212K Sell
8,721
-238
-3% -$5.59K 0.05% 373
2020
Q4 		$202K Buy
8,959
+7
+0.1% +$154 0.05% 348
2020
Q3 		$185K Sell
8,952
-1,241
-12% -$25.4K 0.06% 277
2020
Q2 		$198K Buy
10,193
+237
+2% +$4.39K 0.08% 234
2020
Q1 		$170K Buy
9,956
+339
+4% +$7.72K 0.08% 236
2019
Q4 		$245K Buy
+9,617
New +$243K 0.09% 193

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RYLD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2026, closing a stake of 12,358 shares — an estimated $185K sold.

Patriot Financial Group Insurance Agency first reported a position in RYLD in Q4 2019 and held it in 24 quarters. The position peaked at $387K in Q1 2022. 104 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Patriot Financial Group Insurance Agency reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 12,358 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $185K.
  • Patriot Financial Group Insurance Agency first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2019 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Global X Russell 2000 Covered Call ETF position peaked at $387K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.