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Cascade Financial Partners’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Cascade Financial Partners’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
-10,050
Closed -$168K – 234
2024
Q1 		$168K Buy
+10,050
New +$166K 0.02% 220

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
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

Cascade Financial Partners's RYLD Position: Q2 2024 in Review

Cascade Financial Partners sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2024, closing a stake of 10,050 shares — an estimated $168K sold.

Cascade Financial Partners first reported a position in RYLD in Q1 2024 and held it in 1 quarter. The position peaked at $168K in Q1 2024. 134 funds tracked by Wall St. Rank hold RYLD as of Q2 2024.

  • Cascade Financial Partners reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
  • Cascade Financial Partners sold 10,050 Global X Russell 2000 Covered Call ETF shares in Q2 2024, an estimated $168K.
  • Cascade Financial Partners first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2024 and held it in 1 quarter.
  • Cascade Financial Partners's Global X Russell 2000 Covered Call ETF position peaked at $168K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2024.

Based on Cascade Financial Partners's 13F filing for Q2 2024, filed 31 Jul 2024.