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Castle Wealth Management’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Castle 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
2022
Q4 		– Sell
-1,000
Closed -$18K – 518
2022
Q3 		$18K Buy
+1,000
New +$20.4K 0.01% 341

Other funds holding RYLD

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Baird Financial Group
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
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Castle Wealth Management's RYLD Position: Q4 2022 in Review

Castle Wealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2022, closing a stake of 1,000 shares — an estimated $18K sold.

Castle Wealth Management first reported a position in RYLD in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 122 funds tracked by Wall St. Rank hold RYLD as of Q4 2022.

  • Castle Wealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
  • Castle Wealth Management sold 1,000 Global X Russell 2000 Covered Call ETF shares in Q4 2022, an estimated $18K.
  • Castle Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2022 and held it in 1 quarter.
  • Castle Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $18K in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2022.

Based on Castle Wealth Management's 13F filing for Q4 2022, filed 9 Feb 2023.