Harborview Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Harborview Advisors’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
2021 Q3	$253K	Buy	10,152 +704	+7%	+$17.7K	0.14%	97
2021 Q2	$242K	Sell	9,448 -1,012	-10%	-$25.3K	0.14%	94
2021 Q1	$254K	Sell	10,460 -74	-0.7%	-$1.74K	0.15%	88
2020 Q4	$238K	Buy	10,534 +42	+0.4%	+$922	0.16%	86
2020 Q3	$217K	Buy	+10,492	New	+$214K	0.17%	85
2020 Q1	–	Sell	-8,702	Closed	-$222K	–	90
2019 Q4	$222K	Buy	+8,702	New	+$220K	0.17%	81

Other funds holding RYLD

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AWS

AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AWM

AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return

GAMC

Garner Asset Management Corp Plano, Texas $255M AUM 22.93% 1-Year Est. Return

Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return

Harborview Advisors's RYLD Position: Q3 2021 in Review

Harborview Advisors increased its Global X Russell 2000 Covered Call ETF (RYLD) stake by 7.5% in Q3 2021, buying an estimated $17.7K and bringing the position to 10,152 shares worth $253K. The position accounts for 0.14% of the portfolio, ranked #97.

Harborview Advisors first reported a position in RYLD in Q4 2019 and has held it in 6 quarters since. The position peaked at $254K in Q1 2021. 49 funds tracked by Wall St. Rank hold RYLD as of Q3 2021.

Harborview Advisors held 10,152 shares of Global X Russell 2000 Covered Call ETF worth $253K as of Q3 2021.
Harborview Advisors bought 704 Global X Russell 2000 Covered Call ETF shares in Q3 2021, an estimated $17.7K.
Global X Russell 2000 Covered Call ETF made up 0.14% of Harborview Advisors's portfolio in Q3 2021, its #97 holding.
Harborview Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2019 and has held it in 6 quarters since.
Harborview Advisors's Global X Russell 2000 Covered Call ETF position peaked at $254K in Q1 2021.
49 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2021.

Based on Harborview Advisors's 13F filing for Q3 2021, filed 12 Nov 2021.