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 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 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

WealthShield Partners's RYLD Position: Q1 2026 in Review

WealthShield Partners reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 0.59% in Q1 2026, selling an estimated $850 and leaving 9,313 shares worth $139K. The position accounts for 0.02% of the portfolio, ranked #379.

WealthShield Partners first reported a position in RYLD in Q1 2022 and has held it in 14 quarters since. The position peaked at $344K in Q2 2023. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

WealthShield Partners held 9,313 shares of Global X Russell 2000 Covered Call ETF worth $139K as of Q1 2026.
WealthShield Partners sold 55 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $850.
Global X Russell 2000 Covered Call ETF made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #379 holding.
WealthShield Partners first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and has held it in 14 quarters since.
WealthShield Partners's Global X Russell 2000 Covered Call ETF position peaked at $344K in Q2 2023.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.