Pension & Wealth Management Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Pension & Wealth Management Advisors’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	$43.8K	Buy	2,737 +35	+1%	+$545	0.01%	338
2026 Q1	$40.4K	Buy	2,702 +18	+0.7%	+$278	0.01%	315
2025 Q4	$41.1K	Buy	2,684 +19	+0.7%	+$291	0.01%	319
2025 Q3	$40.1K	Sell	2,665 -2,691	-50%	-$40.3K	0.01%	295
2025 Q2	$79.9K	Buy	5,356 +19	+0.4%	+$276	0.03%	216
2025 Q1	$80.6K	Buy	5,337 +43	+0.8%	+$693	0.03%	215
2024 Q4	$86.5K	Sell	5,294 -16,137	-75%	-$265K	0.03%	201
2024 Q3	$346K	Sell	21,431 -358	-2%	-$5.73K	0.18%	72
2024 Q2	$349K	Sell	21,789 -2,319	-10%	-$37.9K	0.2%	69
2024 Q1	$408K	Buy	24,108 +11,229	+87%	+$186K	0.27%	61
2023 Q4	$216K	Buy	12,879 +25	+0.2%	+$415	0.14%	85
2023 Q3	$219K	Sell	12,854 -52,792	-80%	-$936K	0.16%	77
2023 Q2	$168K	Buy	65,646 +56,349	+606%	+$1.02M	0.12%	93
2023 Q1	$167K	Buy	+9,297	New	+$175K	0.13%	90

Other funds holding RYLD

LPL Financial San Diego, California $445B AUM 25.58% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Pension & Wealth Management Advisors's RYLD Position: Q2 2026 in Review

Pension & Wealth Management Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 1.3% in Q2 2026, buying an estimated $545 and bringing the position to 2,737 shares worth $43.8K. The position accounts for 0.01% of the portfolio, ranked #338.

Pension & Wealth Management Advisors first reported a position in RYLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $408K in Q1 2024. 156 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Pension & Wealth Management Advisors held 2,737 shares of Global X Russell 2000 Covered Call ETF worth $43.8K as of Q2 2026.
Pension & Wealth Management Advisors bought 35 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $545.
Global X Russell 2000 Covered Call ETF made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #338 holding.
Pension & Wealth Management Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
Pension & Wealth Management Advisors's Global X Russell 2000 Covered Call ETF position peaked at $408K in Q1 2024.
156 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.