Principal Securities’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Principal Securities’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	$3.69M	Sell	231,075 -207,106	-47%	-$3.22M	0.04%	357
2026 Q1	$6.55M	Buy	438,181 +157,350	+56%	+$2.43M	0.1%	197
2025 Q4	$4.3M	Buy	+280,831	New	+$4.3M	0.07%	275
2024 Q4	–	Sell	-130	Closed	-$2.1K	–	3615
2024 Q3	$2.1K	Sell	130 -108	-45%	-$1.73K	﹤0.01%	2944
2024 Q2	$3.81K	Sell	238 -288	-55%	-$4.71K	﹤0.01%	2727
2024 Q1	$8.89K	Sell	526 -561	-52%	-$9.27K	﹤0.01%	2387
2023 Q4	$18.2K	Buy	+1,087	New	+$18K	﹤0.01%	1976

Other funds holding RYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

Principal Securities's RYLD Position: Q2 2026 in Review

Principal Securities reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 47% in Q2 2026, selling an estimated $3.22M and leaving 231,075 shares worth $3.69M. The position accounts for 0.04% of the portfolio, ranked #357.

Principal Securities first reported a position in RYLD in Q4 2023 and has held it in 7 quarters since. The position peaked at $6.55M in Q1 2026. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Principal Securities held 231,075 shares of Global X Russell 2000 Covered Call ETF worth $3.69M as of Q2 2026.
Principal Securities sold 207,106 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $3.22M.
Global X Russell 2000 Covered Call ETF made up 0.04% of Principal Securities's portfolio in Q2 2026, its #357 holding.
Principal Securities first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2023 and has held it in 7 quarters since.
Principal Securities's Global X Russell 2000 Covered Call ETF position peaked at $6.55M in Q1 2026.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.