SWM
RYLD icon

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

Spire 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 		$29.5K Buy
1,845
+725
+65% +$11.3K ﹤0.01% 1320
2026
Q1 		$16.7K Hold
1,120
– – ﹤0.01% 1477
2025
Q4 		$17.1K Sell
1,120
-606
-35% -$9.28K ﹤0.01% 1539
2025
Q3 		$26K Sell
1,726
-300
-15% -$4.5K ﹤0.01% 1442
2025
Q2 		$30.2K Hold
2,026
– – ﹤0.01% 1380
2025
Q1 		$30.6K Buy
2,026
+906
+81% +$14.6K ﹤0.01% 1464
2024
Q4 		$18.3K Buy
+1,120
New +$18.4K ﹤0.01% 1651
2024
Q1 		– Sell
-192
Closed -$3.15K – 2385
2023
Q4 		$3.15K Buy
192
+6
+3% +$100 ﹤0.01% 2060
2023
Q3 		$3.18K Buy
186
+5
+3% +$89 ﹤0.01% 2040
2023
Q2 		$3.27K Buy
181
+5
+3% +$90 ﹤0.01% 2100
2023
Q1 		$3.15K Buy
176
+7
+4% +$132 ﹤0.01% 2153
2022
Q4 		$3K Buy
169
+4
+2% +$77 ﹤0.01% 1989
2022
Q3 		$3K Buy
165
+5
+3% +$102 ﹤0.01% 1887
2022
Q2 		$3K Sell
160
-812
-84% -$17.7K ﹤0.01% 2293
2022
Q1 		$23K Buy
+972
New +$22.6K ﹤0.01% 1757

Other funds holding RYLD

BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
FCMA
Foresight Capital Management Advisors Saline, Michigan $206M AUM 32.51% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
TC
Trilogy Capital Irvine, California $2.58B AUM 22.97% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
MAM
Milestone Asset Management Pittsburgh, Pennsylvania $636M AUM 22.1% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return