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Cornerstone Planning Group’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Cornerstone Planning Group’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
Q4 		– Sell
-168
Closed -$2.87K – 1010
2023
Q3 		$2.87K Buy
+168
New +$2.98K ﹤0.01% 601

Other funds holding RYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
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
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Cornerstone Planning Group's RYLD Position: Q4 2023 in Review

Cornerstone Planning Group sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2023, closing a stake of 168 shares — an estimated $2.87K sold.

Cornerstone Planning Group first reported a position in RYLD in Q3 2023 and held it in 1 quarter. The position peaked at $2.87K in Q3 2023. 135 funds tracked by Wall St. Rank hold RYLD as of Q4 2023.

  • Cornerstone Planning Group reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
  • Cornerstone Planning Group sold 168 Global X Russell 2000 Covered Call ETF shares in Q4 2023, an estimated $2.87K.
  • Cornerstone Planning Group first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2023 and held it in 1 quarter.
  • Cornerstone Planning Group's Global X Russell 2000 Covered Call ETF position peaked at $2.87K in Q3 2023.
  • 135 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2023.

Based on Cornerstone Planning Group's 13F filing for Q4 2023, filed 12 Feb 2024.