Blue Bell Private Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Blue Bell Private 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
2024 Q2	–	Sell	-200	Closed	-$3.38K	–	734
2024 Q1	$3.38K	Hold	200	–	–	﹤0.01%	603
2023 Q4	$3.35K	Hold	200	–	–	﹤0.01%	591
2023 Q3	$3.41K	Hold	200	–	–	﹤0.01%	533
2023 Q2	$3.62K	Hold	200	–	–	﹤0.01%	535
2023 Q1	$3.59K	Hold	200	–	–	﹤0.01%	502
2022 Q4	$3.76K	Hold	200	–	–	﹤0.01%	502
2022 Q3	$4K	Buy	+200	New	+$4.08K	﹤0.01%	521

Other funds holding RYLD

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

BCM

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

Blue Bell Private Wealth Management's RYLD Position: Q2 2024 in Review

Blue Bell Private Wealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2024, closing a stake of 200 shares — an estimated $3.38K sold.

Blue Bell Private Wealth Management first reported a position in RYLD in Q3 2022 and held it in 7 quarters. The position peaked at $4K in Q3 2022. 134 funds tracked by Wall St. Rank hold RYLD as of Q2 2024.

Blue Bell Private Wealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Blue Bell Private Wealth Management sold 200 Global X Russell 2000 Covered Call ETF shares in Q2 2024, an estimated $3.38K.
Blue Bell Private Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2022 and held it in 7 quarters.
Blue Bell Private Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $4K in Q3 2022.
134 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2024.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.