Capital Asset Advisory Services’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Capital Asset Advisory Services’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
2021 Q4	–	Sell	-554	Closed	-$14K	–	693
2021 Q3	$14K	Hold	554	–	–	﹤0.01%	578
2021 Q2	$14K	Hold	554	–	–	﹤0.01%	610
2021 Q1	$13K	Hold	554	–	–	﹤0.01%	578
2020 Q4	$13K	Buy	+554	New	+$12.2K	﹤0.01%	1021

Other funds holding RYLD

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return

RJFSA

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

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Capital Asset Advisory Services's RYLD Position: Q4 2021 in Review

Capital Asset Advisory Services sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2021, closing a stake of 554 shares — an estimated $14K sold.

Capital Asset Advisory Services first reported a position in RYLD in Q4 2020 and held it in 4 quarters. The position peaked at $14K in Q3 2021. 63 funds tracked by Wall St. Rank hold RYLD as of Q4 2021.

Capital Asset Advisory Services reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2021 after selling out during the quarter.
Capital Asset Advisory Services sold 554 Global X Russell 2000 Covered Call ETF shares in Q4 2021, an estimated $14K.
Capital Asset Advisory Services first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2020 and held it in 4 quarters.
Capital Asset Advisory Services's Global X Russell 2000 Covered Call ETF position peaked at $14K in Q3 2021.
63 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2021.

Based on Capital Asset Advisory Services's 13F filing for Q4 2021, filed 4 Feb 2022.