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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
Q2 		$319K Buy
19,935
+593
+3% +$9.23K 0.02% 424
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
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HUB Investment Partners
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Perennial Investment Advisors's RYLD Position: Q2 2026 in Review

Perennial Investment Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 3.1% in Q2 2026, buying an estimated $9.23K and bringing the position to 19,935 shares worth $319K. The position accounts for 0.02% of the portfolio, ranked #424.

Perennial Investment Advisors first reported a position in RYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $326K in Q4 2025. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Perennial Investment Advisors held 19,935 shares of Global X Russell 2000 Covered Call ETF worth $319K as of Q2 2026.
  • Perennial Investment Advisors bought 593 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $9.23K.
  • Global X Russell 2000 Covered Call ETF made up 0.02% of Perennial Investment Advisors's portfolio in Q2 2026, its #424 holding.
  • Perennial Investment Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
  • Perennial Investment Advisors's Global X Russell 2000 Covered Call ETF position peaked at $326K in Q4 2025.
  • 162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Perennial Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.