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

AJ Wealth Strategies’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
2022 Q2	–	Sell	-201,428	Closed	-$4.8M	–	338
2022 Q1	$4.8M	Buy	201,428 +105,169	+109%	+$2.45M	0.24%	55
2021 Q4	$2.35M	Sell	96,259 -35,507	-27%	-$887K	0.11%	79
2021 Q3	$3.28M	Buy	131,766 +80,349	+156%	+$2.02M	0.18%	60
2021 Q2	$1.31M	Buy	51,417 +22,552	+78%	+$563K	0.08%	110
2021 Q1	$701K	Buy	+28,865	New	+$679K	0.05%	137

Other funds holding RYLD

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

BCM

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AJ Wealth Strategies's RYLD Position: Q2 2022 in Review

AJ Wealth Strategies sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2022, closing a stake of 201,428 shares — an estimated $4.8M sold.

AJ Wealth Strategies first reported a position in RYLD in Q1 2021 and held it in 5 quarters. The position peaked at $4.8M in Q1 2022. 104 funds tracked by Wall St. Rank hold RYLD as of Q2 2022.

AJ Wealth Strategies reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2022 after selling out during the quarter.
AJ Wealth Strategies sold 201,428 Global X Russell 2000 Covered Call ETF shares in Q2 2022, an estimated $4.8M.
AJ Wealth Strategies first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2021 and held it in 5 quarters.
AJ Wealth Strategies's Global X Russell 2000 Covered Call ETF position peaked at $4.8M in Q1 2022.
104 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2022.

Based on AJ Wealth Strategies's 13F filing for Q2 2022, filed 4 Aug 2022.