TrueMark Investments’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

TrueMark Investments’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	-17,716	Closed	-$271K	–	250
2025 Q4	$271K	Buy	+17,716	New	+$271K	0.05%	187
2025 Q1	–	Sell	-29,347	Closed	-$480K	–	253
2024 Q4	$480K	Buy	29,347 +14,087	+92%	+$232K	0.15%	104
2024 Q3	$247K	Buy	+15,260	New	+$244K	0.08%	178

Other funds holding RYLD

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

TrueMark Investments's RYLD Position: Q1 2026 in Review

TrueMark Investments sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2026, closing a stake of 17,716 shares — an estimated $271K sold.

TrueMark Investments first reported a position in RYLD in Q3 2024 and held it in 3 quarters. The position peaked at $480K in Q4 2024. 170 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

TrueMark Investments reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
TrueMark Investments sold 17,716 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $271K.
TrueMark Investments first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2024 and held it in 3 quarters.
TrueMark Investments's Global X Russell 2000 Covered Call ETF position peaked at $480K in Q4 2024.
170 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on TrueMark Investments's 13F filing for Q1 2026, filed 20 Apr 2026.