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

Valeo Financial Advisors’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 		$386K Hold
24,152
– – 0.01% 531
2026
Q1 		$361K Hold
24,152
– – 0.01% 489
2025
Q4 		$370K Buy
24,152
+1,600
+7% +$24.5K 0.01% 553
2025
Q3 		$339K Sell
22,552
-6,992
-24% -$105K 0.01% 571
2025
Q2 		$441K Buy
29,544
+1,370
+5% +$19.9K 0.01% 487
2025
Q1 		$425K Buy
28,174
+12,161
+76% +$196K 0.01% 448
2024
Q4 		$262K Buy
+16,013
New +$263K 0.01% 587
2023
Q2 		– Sell
-16,325
Closed -$293K – 664
2023
Q1 		$293K Buy
+16,325
New +$308K 0.01% 451
2022
Q2 		– Sell
-11,405
Closed -$272K – 631
2022
Q1 		$272K Buy
+11,405
New +$266K 0.01% 473

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
FAM
Formidable Asset Management Cincinnati, Ohio $629M AUM 15.56% 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

Valeo Financial Advisors's RYLD Position: Q2 2026 in Review

Valeo Financial Advisors held its Global X Russell 2000 Covered Call ETF (RYLD) position steady in Q2 2026 at 24,152 shares worth $386K. The position accounts for 0.01% of the portfolio, ranked #531.

Valeo Financial Advisors first reported a position in RYLD in Q1 2022 and has held it in 9 quarters since. The position peaked at $441K in Q2 2025. 27 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • Valeo Financial Advisors held 24,152 shares of Global X Russell 2000 Covered Call ETF worth $386K as of Q2 2026.
  • Valeo Financial Advisors left its Global X Russell 2000 Covered Call ETF share count unchanged in Q2 2026.
  • Global X Russell 2000 Covered Call ETF made up 0.01% of Valeo Financial Advisors's portfolio in Q2 2026, its #531 holding.
  • Valeo Financial Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and has held it in 9 quarters since.
  • Valeo Financial Advisors's Global X Russell 2000 Covered Call ETF position peaked at $441K in Q2 2025.
  • 27 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.