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

Simplicity Wealth’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
Q3 		$987K Buy
+63,823
New +$1.02M 0.03% 467
2026
Q1 		– Sell
-11,996
Closed -$184K – 788
2025
Q4 		$184K Buy
11,996
+350
+3% +$5.36K 0.01% 682
2025
Q3 		$175K Buy
+11,646
New +$175K 0.01% 685

Other funds holding RYLD

AlphaStar Capital Management
AlphaStar Capital Management Cornelius, North Carolina $1.67B AUM 14.1% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
Venture Visionary Partners
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
Focused Alpha LLC
Focused Alpha LLC Denver, Colorado $402M AUM 23.92% 1-Year Est. Return

Simplicity Wealth's RYLD Position: Q3 2026 in Review

Simplicity Wealth opened a new position in Global X Russell 2000 Covered Call ETF (RYLD) in Q3 2026: 63,823 shares worth $987K. The stake represents 0.03% of the portfolio and ranks #467 among its holdings. This is a return to the name: Simplicity Wealth previously reported a position in RYLD as recently as Q4 2025.

Simplicity Wealth first reported a position in RYLD in Q3 2025 and has held it in 3 quarters since. 48 funds tracked by Wall St. Rank hold RYLD as of Q3 2026.

  • Simplicity Wealth held 63,823 shares of Global X Russell 2000 Covered Call ETF worth $987K as of Q3 2026.
  • Global X Russell 2000 Covered Call ETF was a new Simplicity Wealth position in Q3 2026.
  • Global X Russell 2000 Covered Call ETF made up 0.03% of Simplicity Wealth's portfolio in Q3 2026, its #467 holding.
  • Simplicity Wealth first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2025 and has held it in 3 quarters since.
  • 48 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.