Prevail Innovative Wealth Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Prevail Innovative Wealth 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
2025 Q2	–	Sell	-393,361	Closed	-$5.94M	–	219
2025 Q1	$5.94M	Buy	393,361 +15,945	+4%	+$257K	1.58%	15
2024 Q4	$6.17M	Sell	377,416 -5,178	-1%	-$85.2K	1.79%	12
2024 Q3	$6.18M	Buy	382,594 +47,870	+14%	+$767K	1.88%	8
2024 Q2	$5.37M	Buy	334,724 +1,712	+0.5%	+$28K	1.9%	6
2024 Q1	$5.63M	Buy	333,012 +45,177	+16%	+$747K	2.09%	4
2023 Q4	$4.82M	Buy	287,835 +43,859	+18%	+$728K	2.3%	5
2023 Q3	$4.16M	Buy	243,976 +5,872	+2%	+$104K	2.16%	4
2023 Q2	$4.31M	Buy	+238,104	New	+$4.29M	2.36%	11

Other funds holding RYLD

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

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

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

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Prevail Innovative Wealth Advisors's RYLD Position: Q2 2025 in Review

Prevail Innovative Wealth Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2025, closing a stake of 393,361 shares — an estimated $5.94M sold.

Prevail Innovative Wealth Advisors first reported a position in RYLD in Q2 2023 and held it in 8 quarters. The position peaked at $6.18M in Q3 2024. 155 funds tracked by Wall St. Rank hold RYLD as of Q2 2025.

Prevail Innovative Wealth Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Prevail Innovative Wealth Advisors sold 393,361 Global X Russell 2000 Covered Call ETF shares in Q2 2025, an estimated $5.94M.
Prevail Innovative Wealth Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2023 and held it in 8 quarters.
Prevail Innovative Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $6.18M in Q3 2024.
155 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2025.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2025, filed 15 Aug 2025.