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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
Q2 		$481K Buy
30,053
+578
+2% +$9K 0.03% 475
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 $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
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
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

Regal Investment Advisors's RYLD Position: Q2 2026 in Review

Regal Investment Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 2% in Q2 2026, buying an estimated $9K and bringing the position to 30,053 shares worth $481K. The position accounts for 0.03% of the portfolio, ranked #475.

Regal Investment Advisors first reported a position in RYLD in Q1 2025 and has held it in 3 quarters since. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Regal Investment Advisors held 30,053 shares of Global X Russell 2000 Covered Call ETF worth $481K as of Q2 2026.
  • Regal Investment Advisors bought 578 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $9K.
  • Global X Russell 2000 Covered Call ETF made up 0.03% of Regal Investment Advisors's portfolio in Q2 2026, its #475 holding.
  • Regal Investment Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2025 and has held it in 3 quarters since.
  • 162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.