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Perissos Private Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Perissos Private 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
Q1 		– Sell
-10,476
Closed -$160K – 76
2025
Q4 		$160K Buy
10,476
+306
+3% +$4.69K 0.14% 72
2025
Q3 		$153K Buy
+10,170
New +$152K 0.11% 82

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Cetera Investment Advisers
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

Perissos Private Wealth Management's RYLD Position: Q1 2026 in Review

Perissos Private Wealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2026, closing a stake of 10,476 shares — an estimated $160K sold.

Perissos Private Wealth Management first reported a position in RYLD in Q3 2025 and held it in 2 quarters. The position peaked at $160K in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Perissos Private Wealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Perissos Private Wealth Management sold 10,476 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $160K.
  • Perissos Private Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2025 and held it in 2 quarters.
  • Perissos Private Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $160K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Perissos Private Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.