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Retirement Planning Company of New England’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Retirement Planning Company of New England’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 		$228K Sell
14,275
-1,356
-9% -$21.1K 0.08% 239
2026
Q1 		$234K Sell
15,631
-15,057
-49% -$233K 0.1% 224
2025
Q4 		$470K Buy
30,688
+1,484
+5% +$22.7K 0.19% 134
2025
Q3 		$440K Buy
29,204
+1,853
+7% +$27.8K 0.18% 149
2025
Q2 		$408K Buy
27,351
+3,123
+13% +$45.4K 0.18% 147
2025
Q1 		$366K Buy
24,228
+4,273
+21% +$68.8K 0.18% 147
2024
Q4 		$326K Buy
19,955
+1,713
+9% +$28.2K 0.16% 166
2024
Q3 		$295K Buy
18,242
+4,347
+31% +$69.6K 0.15% 170
2024
Q2 		$223K Buy
13,895
+1,554
+13% +$25.4K 0.12% 194
2024
Q1 		$209K Buy
+12,341
New +$204K 0.11% 207
2022
Q1 		– Sell
-380
Closed -$9K – 736
2021
Q4 		$9K Buy
+380
New +$9.49K ﹤0.01% 672

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
TCMP
Thrive Capital Management (Pennsylvania) Fort Washington, Pennsylvania $530M AUM 22.41% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.6B AUM 30.03% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

Retirement Planning Company of New England's RYLD Position: Q2 2026 in Review

Retirement Planning Company of New England reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 8.7% in Q2 2026, selling an estimated $21.1K and leaving 14,275 shares worth $228K. The position accounts for 0.08% of the portfolio, ranked #239.

Retirement Planning Company of New England first reported a position in RYLD in Q4 2021 and has held it in 11 quarters since. The position peaked at $470K in Q4 2025. 119 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Retirement Planning Company of New England held 14,275 shares of Global X Russell 2000 Covered Call ETF worth $228K as of Q2 2026.
  • Retirement Planning Company of New England sold 1,356 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $21.1K.
  • Global X Russell 2000 Covered Call ETF made up 0.08% of Retirement Planning Company of New England's portfolio in Q2 2026, its #239 holding.
  • Retirement Planning Company of New England first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2021 and has held it in 11 quarters since.
  • Retirement Planning Company of New England's Global X Russell 2000 Covered Call ETF position peaked at $470K in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Retirement Planning Company of New England's 13F filing for Q2 2026, filed 30 Jul 2026.