Raymond James Financial
RYLD icon

Raymond James Financial’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Raymond James Financial’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 		$8.13M Buy
543,674
+9,831
+2% +$152K ﹤0.01% 2194
2025
Q4 		$8.17M Sell
533,843
-27,445
-5% -$420K ﹤0.01% 2128
2025
Q3 		$8.45M Sell
561,288
-11,041
-2% -$166K ﹤0.01% 2063
2025
Q2 		$8.53M Sell
572,329
-156,466
-21% -$2.28M ﹤0.01% 1993
2025
Q1 		$11M Sell
728,795
-113,081
-13% -$1.82M ﹤0.01% 1735
2024
Q4 		$13.8M Buy
+841,876
New +$13.8M 0.01% 1596

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

Raymond James Financial's RYLD Position: Q1 2026 in Review

Raymond James Financial increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 1.8% in Q1 2026, buying an estimated $152K and bringing the position to 543,674 shares worth $8.13M. The position accounts for ﹤0.01% of the portfolio, ranked #2194.

Raymond James Financial first reported a position in RYLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $13.8M in Q4 2024. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Raymond James Financial held 543,674 shares of Global X Russell 2000 Covered Call ETF worth $8.13M as of Q1 2026.
  • Raymond James Financial bought 9,831 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $152K.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Raymond James Financial's portfolio in Q1 2026, its #2194 holding.
  • Raymond James Financial first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 6 quarters since.
  • Raymond James Financial's Global X Russell 2000 Covered Call ETF position peaked at $13.8M in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.