XML Financial’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

XML Financial’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	$354K	Sell	22,150 -3,000	-12%	-$46.7K	0.03%	342
2026 Q1	$376K	Buy	25,150 +5,350	+27%	+$82.7K	0.03%	297
2025 Q4	$303K	Buy	19,800 +1,800	+10%	+$27.6K	0.02%	338
2025 Q3	$271K	Buy	18,000 +3,000	+20%	+$45K	0.02%	330
2025 Q2	$224K	Buy	15,000 +2,000	+15%	+$29.1K	0.02%	342
2025 Q1	$196K	Buy	+13,000	New	+$209K	0.02%	340

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

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 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

XML Financial's RYLD Position: Q2 2026 in Review

XML Financial reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 12% in Q2 2026, selling an estimated $46.7K and leaving 22,150 shares worth $354K. The position accounts for 0.03% of the portfolio, ranked #342.

XML Financial first reported a position in RYLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $376K in Q1 2026. 163 funds tracked by Wall St. Rank hold RYLD as of Q2 2026.

XML Financial held 22,150 shares of Global X Russell 2000 Covered Call ETF worth $354K as of Q2 2026.
XML Financial sold 3,000 Global X Russell 2000 Covered Call ETF shares in Q2 2026, an estimated $46.7K.
Global X Russell 2000 Covered Call ETF made up 0.03% of XML Financial's portfolio in Q2 2026, its #342 holding.
XML Financial first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2025 and has held it in 6 quarters since.
XML Financial's Global X Russell 2000 Covered Call ETF position peaked at $376K in Q1 2026.
163 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.