Perennial Investment Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Perennial Investment 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 Q1	$289K	Sell	19,342 -1,992	-9%	-$30.8K	0.02%	403
2025 Q4	$326K	Buy	21,334 +620	+3%	+$9.5K	0.03%	359
2025 Q3	$312K	Buy	20,714 +675	+3%	+$10.1K	0.03%	357
2025 Q2	$299K	Buy	20,039 +590	+3%	+$8.58K	0.03%	348
2025 Q1	$294K	Buy	19,449 +770	+4%	+$12.4K	0.03%	327
2024 Q4	$305K	Buy	+18,679	New	+$307K	0.04%	293

Other funds holding RYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

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

Perennial Investment Advisors's RYLD Position: Q1 2026 in Review

Perennial Investment Advisors reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 9.3% in Q1 2026, selling an estimated $30.8K and leaving 19,342 shares worth $289K. The position accounts for 0.02% of the portfolio, ranked #403.

Perennial Investment Advisors first reported a position in RYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $326K in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Perennial Investment Advisors held 19,342 shares of Global X Russell 2000 Covered Call ETF worth $289K as of Q1 2026.
Perennial Investment Advisors sold 1,992 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $30.8K.
Global X Russell 2000 Covered Call ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q1 2026, its #403 holding.
Perennial Investment Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
Perennial Investment Advisors's Global X Russell 2000 Covered Call ETF position peaked at $326K in Q4 2025.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.