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Rothschild Investment LLC’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Rothschild Investment LLC’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 		$7.2K Hold
450
– – ﹤0.01% 2072
2026
Q1 		$6.73K Sell
450
-675
-60% -$10.4K ﹤0.01% 1910
2025
Q4 		$17.2K Sell
1,125
-1,175
-51% -$18K ﹤0.01% 1369
2025
Q3 		$34.6K Sell
2,300
-375
-14% -$5.62K ﹤0.01% 1101
2025
Q2 		$39.9K Hold
2,675
– – ﹤0.01% 839
2025
Q1 		$40.4K Sell
2,675
-625
-19% -$10.1K ﹤0.01% 833
2024
Q4 		$53.9K Hold
3,300
– – ﹤0.01% 767
2024
Q3 		$53.3K Hold
3,300
– – ﹤0.01% 760
2024
Q2 		$52.9K Hold
3,300
– – ﹤0.01% 742
2024
Q1 		$55.8K Buy
+3,300
New +$54.5K ﹤0.01% 709

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

Rothschild Investment LLC's RYLD Position: Q2 2026 in Review

Rothschild Investment LLC held its Global X Russell 2000 Covered Call ETF (RYLD) position steady in Q2 2026 at 450 shares worth $7.2K. The position accounts for ﹤0.01% of the portfolio, ranked #2072.

Rothschild Investment LLC first reported a position in RYLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $55.8K in Q1 2024. 104 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Rothschild Investment LLC held 450 shares of Global X Russell 2000 Covered Call ETF worth $7.2K as of Q2 2026.
  • Rothschild Investment LLC left its Global X Russell 2000 Covered Call ETF share count unchanged in Q2 2026.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #2072 holding.
  • Rothschild Investment LLC first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Global X Russell 2000 Covered Call ETF position peaked at $55.8K in Q1 2024.
  • 104 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.