Stifel Financial’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Stifel Financial’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	$1.34M	Sell	89,888 -2,644	-3%	-$40.9K	﹤0.01%	2240
2025 Q4	$1.42M	Sell	92,532 -621	-0.7%	-$9.51K	﹤0.01%	2204
2025 Q3	$1.4M	Buy	93,153 +9,259	+11%	+$139K	﹤0.01%	2163
2025 Q2	$1.25M	Buy	83,894 +20,788	+33%	+$302K	﹤0.01%	2179
2025 Q1	$953K	Buy	63,106 +5,188	+9%	+$83.6K	﹤0.01%	2265
2024 Q4	$946K	Buy	57,918 +506	+0.9%	+$8.32K	﹤0.01%	2278
2024 Q3	$928K	Buy	57,412 +297	+0.5%	+$4.76K	﹤0.01%	2280
2024 Q2	$916K	Buy	57,115 +3,648	+7%	+$59.7K	﹤0.01%	2223
2024 Q1	$904K	Buy	53,467 +7,944	+17%	+$131K	﹤0.01%	2245
2023 Q4	$762K	Sell	45,523 -667	-1%	-$11.1K	﹤0.01%	2306
2023 Q3	$788K	Buy	46,190 +19,277	+72%	+$342K	﹤0.01%	2210
2023 Q2	$487K	Buy	26,913 +3,134	+13%	+$56.5K	﹤0.01%	2532
2023 Q1	$427K	Buy	23,779 +11,385	+92%	+$215K	﹤0.01%	2607
2022 Q4	$233K	Buy	+12,394	New	+$239K	﹤0.01%	2909
2022 Q3	–	Sell	-10,526	Closed	-$216K	–	3370
2022 Q2	$216K	Buy	+10,526	New	+$229K	﹤0.01%	2953
2020 Q2	–	Sell	-11,514	Closed	-$195K	–	2932
2020 Q1	$195K	Buy	+11,514	New	+$262K	﹤0.01%	2449

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

Stifel Financial's RYLD Position: Q1 2026 in Review

Stifel Financial reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 2.9% in Q1 2026, selling an estimated $40.9K and leaving 89,888 shares worth $1.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2240.

Stifel Financial first reported a position in RYLD in Q1 2020 and has held it in 16 quarters since. The position peaked at $1.42M in Q4 2025. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Stifel Financial held 89,888 shares of Global X Russell 2000 Covered Call ETF worth $1.34M as of Q1 2026.
Stifel Financial sold 2,644 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $40.9K.
Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #2240 holding.
Stifel Financial first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2020 and has held it in 16 quarters since.
Stifel Financial's Global X Russell 2000 Covered Call ETF position peaked at $1.42M in Q4 2025.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.