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Regal Investment Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Regal Investment 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
2026
Q1 		$441K Buy
+29,475
New +$456K 0.03% 455
2025
Q2 		– Sell
-24,725
Closed -$373K – 501
2025
Q1 		$373K Buy
+24,725
New +$398K 0.03% 365

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

Regal Investment Advisors's RYLD Position: Q1 2026 in Review

Regal Investment Advisors opened a new position in Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2026: 29,475 shares worth $441K. The stake represents 0.03% of the portfolio and ranks #455 among its holdings. This is a return to the name: Regal Investment Advisors previously reported a position in RYLD as recently as Q1 2025.

Regal Investment Advisors first reported a position in RYLD in Q1 2025 and has held it in 2 quarters since. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Regal Investment Advisors held 29,475 shares of Global X Russell 2000 Covered Call ETF worth $441K as of Q1 2026.
  • Global X Russell 2000 Covered Call ETF was a new Regal Investment Advisors position in Q1 2026.
  • Global X Russell 2000 Covered Call ETF made up 0.03% of Regal Investment Advisors's portfolio in Q1 2026, its #455 holding.
  • Regal Investment Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2025 and has held it in 2 quarters since.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.