Beam Wealth Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Beam Wealth Advisors’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 Q4	–	Sell	-10,617	Closed	-$196K	–	114
2022 Q3	$196K	Buy	10,617 +472	+5%	+$9.62K	0.22%	98
2022 Q2	$208K	Buy	+10,145	New	+$221K	0.23%	100

Other funds holding RYLD

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 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

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

Beam Wealth Advisors's RYLD Position: Q4 2022 in Review

Beam Wealth Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2022, closing a stake of 10,617 shares — an estimated $196K sold.

Beam Wealth Advisors first reported a position in RYLD in Q2 2022 and held it in 2 quarters. The position peaked at $208K in Q2 2022. 122 funds tracked by Wall St. Rank hold RYLD as of Q4 2022.

Beam Wealth Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
Beam Wealth Advisors sold 10,617 Global X Russell 2000 Covered Call ETF shares in Q4 2022, an estimated $196K.
Beam Wealth Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2022 and held it in 2 quarters.
Beam Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $208K in Q2 2022.
122 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2022.

Based on Beam Wealth Advisors's 13F filing for Q4 2022, filed 23 Jan 2023.