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

Axxcess Wealth Management’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
2025
Q1 		– Sell
-10,017
Closed -$164K – 919
2024
Q4 		$164K Sell
10,017
-324
-3% -$5.33K ﹤0.01% 830
2024
Q3 		$167K Sell
10,341
-1,408
-12% -$22.5K ﹤0.01% 856
2024
Q2 		$188K Buy
+11,749
New +$192K 0.01% 807

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Axxcess Wealth Management's RYLD Position: Q1 2025 in Review

Axxcess Wealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2025, closing a stake of 10,017 shares — an estimated $164K sold.

Axxcess Wealth Management first reported a position in RYLD in Q2 2024 and held it in 3 quarters. The position peaked at $188K in Q2 2024. 153 funds tracked by Wall St. Rank hold RYLD as of Q1 2025.

  • Axxcess Wealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
  • Axxcess Wealth Management sold 10,017 Global X Russell 2000 Covered Call ETF shares in Q1 2025, an estimated $164K.
  • Axxcess Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2024 and held it in 3 quarters.
  • Axxcess Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $188K in Q2 2024.
  • 153 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.