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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
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

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.36B AUM 15.65% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Simplicity Wealth's RYLD Position: Q1 2026 in Review

Simplicity Wealth sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2026, closing a stake of 11,996 shares — an estimated $184K sold.

Simplicity Wealth first reported a position in RYLD in Q3 2025 and held it in 2 quarters. The position peaked at $184K in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

  • Simplicity Wealth reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Simplicity Wealth sold 11,996 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $184K.
  • Simplicity Wealth first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2025 and held it in 2 quarters.
  • Simplicity Wealth's Global X Russell 2000 Covered Call ETF position peaked at $184K in Q4 2025.
  • 169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.