Winnow Wealth’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Winnow Wealth’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	–	Sell	-16,284	Closed	-$261K	–	471
2025 Q4	$261K	Sell	16,284 -2,417	-13%	-$37K	0.19%	93
2025 Q3	$299K	Buy	+18,701	New	+$280K	0.23%	89
2025 Q2	–	Sell	-27,867	Closed	-$421K	–	580
2025 Q1	$421K	Sell	27,867 -58,868	-68%	-$948K	0.39%	70
2024 Q4	$1.42M	Buy	+86,735	New	+$1.43M	1.41%	12

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

Winnow Wealth's RYLD Position: Q1 2026 in Review

Winnow Wealth sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2026, closing a stake of 16,284 shares — an estimated $261K sold.

Winnow Wealth first reported a position in RYLD in Q4 2024 and held it in 4 quarters. The position peaked at $1.42M in Q4 2024. 169 funds tracked by Wall St. Rank hold RYLD as of Q1 2026.

Winnow Wealth reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 16,284 Global X Russell 2000 Covered Call ETF shares in Q1 2026, an estimated $261K.
Winnow Wealth first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Global X Russell 2000 Covered Call ETF position peaked at $1.42M in Q4 2024.
169 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.