Atria Investments’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Atria Investments’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
2023 Q4	–	Sell	-118,130	Closed	-$2.02M	–	934
2023 Q3	$2.02M	Buy	118,130 +4,394	+4%	+$77.9K	0.04%	563
2023 Q2	$2.06M	Buy	+113,736	New	+$2.05M	0.04%	542

Other funds holding RYLD

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Atria Investments's RYLD Position: Q4 2023 in Review

Atria Investments sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2023, closing a stake of 118,130 shares — an estimated $2.02M sold.

Atria Investments first reported a position in RYLD in Q2 2023 and held it in 2 quarters. The position peaked at $2.06M in Q2 2023. 135 funds tracked by Wall St. Rank hold RYLD as of Q4 2023.

Atria Investments reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
Atria Investments sold 118,130 Global X Russell 2000 Covered Call ETF shares in Q4 2023, an estimated $2.02M.
Atria Investments first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2023 and held it in 2 quarters.
Atria Investments's Global X Russell 2000 Covered Call ETF position peaked at $2.06M in Q2 2023.
135 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2023.

Based on Atria Investments's 13F filing for Q4 2023, filed 14 Feb 2024.