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WealthShield Partners’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

WealthShield 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
Q2 		– Sell
-9,313
Closed -$139K – 564
2026
Q1 		$139K Sell
9,313
-55
-0.6% -$850 0.02% 379
2025
Q4 		$143K Sell
9,368
-1,327
-12% -$20.3K 0.02% 366
2025
Q3 		$161K Buy
10,695
+794
+8% +$11.9K 0.02% 358
2025
Q2 		$148K Buy
+9,901
New +$144K 0.02% 347
2024
Q3 		– Sell
-17,457
Closed -$283K – 504
2024
Q2 		$283K Sell
17,457
-1,976
-10% -$32.3K 0.04% 246
2024
Q1 		$329K Buy
19,433
+475
+3% +$7.85K 0.05% 228
2023
Q4 		$321K Buy
18,958
+394
+2% +$6.54K 0.05% 233
2023
Q3 		$317K Sell
18,564
-471
-2% -$8.35K 0.05% 246
2023
Q2 		$344K Buy
19,035
+4,543
+31% +$81.9K 0.05% 237
2023
Q1 		$260K Sell
14,492
-130
-0.9% -$2.45K 0.04% 267
2022
Q4 		$278K Buy
14,622
+451
+3% +$8.7K 0.05% 250
2022
Q3 		$261K Buy
14,171
+1,191
+9% +$24.3K 0.05% 258
2022
Q2 		$267K Buy
12,980
+716
+6% +$15.6K 0.05% 259
2022
Q1 		$292K Buy
+12,264
New +$286K 0.05% 286

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
ACM
AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

WealthShield Partners's RYLD Position: Q2 2026 in Review

WealthShield Partners sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2026, closing a stake of 9,313 shares — an estimated $139K sold.

WealthShield Partners first reported a position in RYLD in Q1 2022 and held it in 14 quarters. The position peaked at $344K in Q2 2023. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

  • WealthShield Partners reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
  • WealthShield Partners sold 9,313 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $139K.
  • WealthShield Partners first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and held it in 14 quarters.
  • WealthShield Partners's Global X Russell 2000 Covered Call ETF position peaked at $344K in Q2 2023.
  • 162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.