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

Kapstone Financial 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
2024
Q4 		– Sell
-11,990
Closed -$193K – 118
2024
Q3 		$193K Buy
+11,990
New +$192K 0.12% 101

Other funds holding RYLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Kapstone Financial Advisors's RYLD Position: Q4 2024 in Review

Kapstone Financial Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2024, closing a stake of 11,990 shares — an estimated $193K sold.

Kapstone Financial Advisors first reported a position in RYLD in Q3 2024 and held it in 1 quarter. The position peaked at $193K in Q3 2024. 142 funds tracked by Wall St. Rank hold RYLD as of Q4 2024.

  • Kapstone Financial Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
  • Kapstone Financial Advisors sold 11,990 Global X Russell 2000 Covered Call ETF shares in Q4 2024, an estimated $193K.
  • Kapstone Financial Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2024 and held it in 1 quarter.
  • Kapstone Financial Advisors's Global X Russell 2000 Covered Call ETF position peaked at $193K in Q3 2024.
  • 142 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2024.

Based on Kapstone Financial Advisors's 13F filing for Q4 2024, filed 6 Feb 2025.