VVP
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Venture Visionary Partners’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Venture Visionary Partners’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 		$4.95M Buy
331,436
+50,489
+18% +$781K 0.17% 135
2025
Q4 		$4.3M Buy
280,947
+12,907
+5% +$198K 0.14% 139
2025
Q3 		$4.03M Buy
268,040
+11,341
+4% +$170K 0.14% 145
2025
Q2 		$3.83M Buy
256,699
+3,055
+1% +$44.4K 0.14% 139
2025
Q1 		$3.83M Buy
253,644
+23,490
+10% +$378K 0.16% 136
2024
Q4 		$3.76M Buy
230,154
+50,487
+28% +$831K 0.16% 137
2024
Q3 		$2.9M Buy
179,667
+15,707
+10% +$252K 0.13% 154
2024
Q2 		$2.63M Buy
+163,960
New +$2.68M 0.12% 159

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
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
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
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