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Private Client Services’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Private Client Services’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 		$193K Sell
12,058
-1,516
-11% -$23.6K 0.05% 228
2026
Q1 		$203K Buy
13,574
+1,045
+8% +$16.2K 0.06% 204
2025
Q4 		$192K Sell
12,529
-2,674
-18% -$41K 0.06% 192
2025
Q3 		$229K Buy
15,203
+1,655
+12% +$24.8K 0.08% 179
2025
Q2 		$202K Buy
13,548
+1,056
+8% +$15.4K 0.08% 195
2025
Q1 		$189K Buy
12,492
+1,307
+12% +$21.1K 0.09% 184
2024
Q4 		$183K Buy
+11,185
New +$184K 0.1% 186

Other funds holding RYLD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return

Private Client Services's RYLD Position: Q2 2026 in Review

Private Client Services reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 11% in Q2 2026, selling an estimated $23.6K and leaving 12,058 shares worth $193K. The position accounts for 0.05% of the portfolio, ranked #228.

Private Client Services first reported a position in RYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $229K in Q3 2025. 27 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Private Client Services held 12,058 shares of Global X Russell 2000 Covered Call ETF worth $193K as of Q2 2026.
  • Private Client Services sold 1,516 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $23.6K.
  • Global X Russell 2000 Covered Call ETF made up 0.05% of Private Client Services's portfolio in Q2 2026, its #228 holding.
  • Private Client Services first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
  • Private Client Services's Global X Russell 2000 Covered Call ETF position peaked at $229K in Q3 2025.
  • 27 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.