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

GeoWealth 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
2023
Q1 		– Sell
-12,386
Closed -$233K – 430
2022
Q4 		$233K Buy
+12,386
New +$239K 0.02% 227

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

GeoWealth Management's RYLD Position: Q1 2023 in Review

GeoWealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2023, closing a stake of 12,386 shares — an estimated $233K sold.

GeoWealth Management first reported a position in RYLD in Q4 2022 and held it in 1 quarter. The position peaked at $233K in Q4 2022. 122 funds tracked by Wall St. Rank hold RYLD as of Q1 2023.

  • GeoWealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
  • GeoWealth Management sold 12,386 Global X Russell 2000 Covered Call ETF shares in Q1 2023, an estimated $233K.
  • GeoWealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and held it in 1 quarter.
  • GeoWealth Management's Global X Russell 2000 Covered Call ETF position peaked at $233K in Q4 2022.
  • 122 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2023.

Based on GeoWealth Management's 13F filing for Q1 2023, filed 12 May 2023.