Steward Partners Investment Advisory’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Steward Partners Investment Advisory’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	$63.1K	Buy	4,224 +775	+22%	+$12K	﹤0.01%	2651
2025 Q4	$52.8K	Buy	3,449 +649	+23%	+$9.94K	﹤0.01%	2642
2025 Q3	$42.1K	Hold	2,800	–	–	﹤0.01%	2694
2025 Q2	$41.7K	Sell	2,800 -562	-17%	-$8.17K	﹤0.01%	2562
2025 Q1	$50.8K	Hold	3,362	–	–	﹤0.01%	2379
2024 Q4	$54.9K	Hold	3,362	–	–	﹤0.01%	2287
2024 Q3	$54.3K	Buy	3,362 +2,000	+147%	+$32K	﹤0.01%	2196
2024 Q2	$21.8K	Hold	1,362	–	–	﹤0.01%	2498
2024 Q1	$23K	Hold	1,362	–	–	﹤0.01%	2463
2023 Q4	$22.8K	Sell	1,362 -500	-27%	-$8.3K	﹤0.01%	2343
2023 Q3	$31.8K	Buy	1,862 +562	+43%	+$9.96K	﹤0.01%	2113
2023 Q2	$23.5K	Hold	1,300	–	–	﹤0.01%	2208
2023 Q1	$23.3K	Buy	1,300 +500	+63%	+$9.43K	﹤0.01%	2182
2022 Q4	$15K	Sell	800 -1,000	-56%	-$19.3K	﹤0.01%	2376
2022 Q3	$33K	Hold	1,800	–	–	﹤0.01%	1984
2022 Q2	$37K	Buy	1,800 +1,000	+125%	+$21.8K	﹤0.01%	1951
2022 Q1	$19K	Hold	800	–	–	﹤0.01%	2397
2021 Q4	$20K	Hold	800	–	–	﹤0.01%	2324
2021 Q3	$20K	Buy	+800	New	+$20.1K	﹤0.01%	2329

Other funds holding RYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 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 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

Steward Partners Investment Advisory's RYLD Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 22% in Q1 2026, buying an estimated $12K and bringing the position to 4,224 shares worth $63.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2651.

Steward Partners Investment Advisory first reported a position in RYLD in Q3 2021 and has held it in 19 quarters since. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Steward Partners Investment Advisory held 4,224 shares of Global X Russell 2000 Covered Call ETF worth $63.1K as of Q1 2026.
Steward Partners Investment Advisory bought 775 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $12K.
Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #2651 holding.
Steward Partners Investment Advisory first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2021 and has held it in 19 quarters since.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.