BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Global X Russell 2000 Covered Call & Growth ETF RYLG Stock Holding History

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.’s Portfolio RYLG Stock Details RYLG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$152K	Buy	6,153 +37	+0.6%	+$874	0.02%	610
2026 Q1	$133K	Buy	6,116 +94	+2%	+$2.14K	0.02%	661
2025 Q4	$133K	Buy	6,022 +42	+0.7%	+$959	0.02%	681
2025 Q3	$135K	Buy	5,980 +32	+0.5%	+$702	0.02%	620
2025 Q2	$126K	Buy	5,948 +2,798	+89%	+$56.7K	0.02%	620
2025 Q1	$65K	Buy	3,150 +600	+24%	+$13.3K	0.01%	846
2024 Q4	$57.5K	Buy	2,550 +1,000	+65%	+$26.5K	0.01%	827
2024 Q3	$40.2K	Buy	+1,550	New	+$39.4K	0.01%	1023

Other funds holding RYLG

Mutual Advisors Omaha, Nebraska $5.31B AUM 25.12% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

BPI

BFC Planning, Inc. Cedar Rapids, Iowa $2.46B AUM 38.2% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Murphy & Mullick Capital Management Smithtown, New York $163M AUM 30.5% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s RYLG Position: Q2 2026 in Review

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. increased its Global X Russell 2000 Covered Call & Growth ETF (RYLG) stake by 0.6% in Q2 2026, buying an estimated $874 and bringing the position to 6,153 shares worth $152K. The position accounts for 0.02% of the portfolio, ranked #610.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in RYLG in Q3 2024 and has held it in 8 quarters since. 10 funds tracked by Wall St. Rank hold RYLG as of Q2 2026.

BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. held 6,153 shares of Global X Russell 2000 Covered Call & Growth ETF worth $152K as of Q2 2026.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. bought 37 Global X Russell 2000 Covered Call & Growth ETF shares in Q2 2026, an estimated $874.
Global X Russell 2000 Covered Call & Growth ETF made up 0.02% of BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s portfolio in Q2 2026, its #610 holding.
BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC. first reported a position in Global X Russell 2000 Covered Call & Growth ETF in Q3 2024 and has held it in 8 quarters since.
10 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call & Growth ETF as of Q2 2026.

Based on BERTHEL, FISHER & COMPANY FINANCIAL SERVICES, INC.'s 13F filing for Q2 2026, filed 30 Oct 2026.