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Resurgent Financial Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Resurgent Financial 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 		$882K Buy
55,176
+3,522
+7% +$54.8K 0.25% 92
2026
Q1 		$772K Buy
51,654
+1,892
+4% +$29.3K 0.28% 85
2025
Q4 		$761K Buy
49,762
+9,181
+23% +$141K 0.38% 78
2025
Q3 		$611K Buy
+40,581
New +$608K 0.3% 100

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

Resurgent Financial Advisors's RYLD Position: Q2 2026 in Review

Resurgent Financial Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 6.8% in Q2 2026, buying an estimated $54.8K and bringing the position to 55,176 shares worth $882K. The position accounts for 0.25% of the portfolio, ranked #92.

Resurgent Financial Advisors first reported a position in RYLD in Q3 2025 and has held it in 4 quarters since. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Resurgent Financial Advisors held 55,176 shares of Global X Russell 2000 Covered Call ETF worth $882K as of Q2 2026.
  • Resurgent Financial Advisors bought 3,522 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $54.8K.
  • Global X Russell 2000 Covered Call ETF made up 0.25% of Resurgent Financial Advisors's portfolio in Q2 2026, its #92 holding.
  • Resurgent Financial Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
  • 162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

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