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

Whipplewood 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	$16.8K	Hold	1,053	–	–	0.01%	210
2026 Q1	$15.7K	Hold	1,053	–	–	0.01%	424
2025 Q4	$16.1K	Hold	1,053	–	–	0.01%	260
2025 Q3	$15.8K	Hold	1,053	–	–	0.01%	254
2025 Q2	$15.7K	Sell	1,053 -23,050	-96%	-$335K	0.01%	506
2025 Q1	$15.9K	Buy	24,103 +21,892	+990%	+$353K	0.01%	487
2024 Q4	$36.1K	Buy	+2,211	New	+$36.4K	0.02%	358

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

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

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

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

Whipplewood Advisors's RYLD Position: Q2 2026 in Review

Whipplewood Advisors held its Global X Russell 2000 Covered Call ETF (RYLD) position steady in Q2 2026 at 1,053 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #210.

Whipplewood Advisors first reported a position in RYLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $36.1K in Q4 2024. 162 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

Whipplewood Advisors held 1,053 shares of Global X Russell 2000 Covered Call ETF worth $16.8K as of Q2 2026.
Whipplewood 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 Whipplewood Advisors's portfolio in Q2 2026, its #210 holding.
Whipplewood Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
Whipplewood Advisors's Global X Russell 2000 Covered Call ETF position peaked at $36.1K in Q4 2024.
162 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.