Carolinas Wealth Consulting’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Carolinas Wealth Consulting’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 Q2	–	Sell	-1,674	Closed	-$25.3K	–	758
2025 Q1	$25.3K	Hold	1,674	–	–	0.01%	430
2024 Q4	$27.6K	Hold	1,674	–	–	0.01%	434
2024 Q3	$27K	Hold	1,674	–	–	﹤0.01%	443
2024 Q2	$27.1K	Hold	1,674	–	–	0.01%	443
2024 Q1	$28.3K	Hold	1,674	–	–	0.01%	446
2023 Q4	$28.3K	Hold	1,674	–	–	0.01%	402
2023 Q3	$26.9K	Hold	1,674	–	–	0.01%	388
2023 Q2	$30.3K	Hold	1,674	–	–	0.01%	415
2023 Q1	$30.1K	Buy	1,674 +1,046	+167%	+$19.7K	0.01%	431
2022 Q4	$11.9K	Hold	628	–	–	﹤0.01%	593
2022 Q3	$12K	Hold	628	–	–	﹤0.01%	541
2022 Q2	$13K	Hold	628	–	–	﹤0.01%	534
2022 Q1	$15K	Buy	+628	New	+$14.6K	﹤0.01%	543

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

HIP

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

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

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

BCM

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

Carolinas Wealth Consulting's RYLD Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2025, closing a stake of 1,674 shares — an estimated $25.3K sold.

Carolinas Wealth Consulting first reported a position in RYLD in Q1 2022 and held it in 13 quarters. The position peaked at $30.3K in Q2 2023. 155 funds tracked by Wall St. Rank hold RYLD as of Q2 2025.

Carolinas Wealth Consulting reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 1,674 Global X Russell 2000 Covered Call ETF shares in Q2 2025, an estimated $25.3K.
Carolinas Wealth Consulting first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and held it in 13 quarters.
Carolinas Wealth Consulting's Global X Russell 2000 Covered Call ETF position peaked at $30.3K in Q2 2023.
155 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.