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Clear Perspectives Financial Planning’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Clear Perspectives Financial Planning’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
2023
Q1 		$790 Hold
44
– – ﹤0.01% 178
2022
Q4 		$828 Hold
44
– – ﹤0.01% 199
2022
Q3 		$1K Buy
+44
New +$897 ﹤0.01% 204

Other funds holding RYLD

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

Clear Perspectives Financial Planning's RYLD Position: Q1 2023 in Review

Clear Perspectives Financial Planning held its Global X Russell 2000 Covered Call ETF (RYLD) position steady in Q1 2023 at 44 shares worth $790. The position accounts for ﹤0.01% of the portfolio, ranked #178.

Clear Perspectives Financial Planning first reported a position in RYLD in Q3 2022 and has held it in 3 quarters since. The position peaked at $1K in Q3 2022. 122 funds tracked by Wall St. Rank hold RYLD as of Q1 2023.

  • Clear Perspectives Financial Planning held 44 shares of Global X Russell 2000 Covered Call ETF worth $790 as of Q1 2023.
  • Clear Perspectives Financial Planning left its Global X Russell 2000 Covered Call ETF share count unchanged in Q1 2023.
  • Global X Russell 2000 Covered Call ETF made up ﹤0.01% of Clear Perspectives Financial Planning's portfolio in Q1 2023, its #178 holding.
  • Clear Perspectives Financial Planning first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2022 and has held it in 3 quarters since.
  • Clear Perspectives Financial Planning's Global X Russell 2000 Covered Call ETF position peaked at $1K in Q3 2022.
  • 122 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.