SHP Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

SHP Wealth Management’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	Buy	+450	New	+$7K	﹤0.01%	1067

Other funds holding RYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SHP Wealth Management's RYLD Position: Q2 2026 in Review

SHP Wealth Management opened a new position in Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2026: 450 shares worth $7.2K. The stake represents ﹤0.01% of the portfolio and ranks #1067 among its holdings.

162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

SHP Wealth Management held 450 shares of Global X Russell 2000 Covered Call ETF worth $7.2K as of Q2 2026.
Global X Russell 2000 Covered Call ETF was a new SHP Wealth Management position in Q2 2026.
Global X Russell 2000 Covered Call ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1067 holding.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.