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

Kingsview Wealth 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
2025 Q1	–	Sell	-56,252	Closed	-$919K	–	1171
2024 Q4	$919K	Sell	56,252 -18,041	-24%	-$297K	0.02%	570
2024 Q3	$1.2M	Sell	74,293 -4,146	-5%	-$66.4K	0.03%	490
2024 Q2	$1.26M	Sell	78,439 -1,061	-1%	-$17.4K	0.03%	449
2024 Q1	$1.34M	Sell	79,500 -4,740	-6%	-$78.3K	0.03%	428
2023 Q4	$1.41M	Buy	84,240 +1,829	+2%	+$30.3K	0.04%	366
2023 Q3	$1.41M	Buy	+82,411	New	+$1.46M	0.05%	352

Other funds holding RYLD

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Kingsview Wealth Management's RYLD Position: Q1 2025 in Review

Kingsview Wealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2025, closing a stake of 56,252 shares — an estimated $919K sold.

Kingsview Wealth Management first reported a position in RYLD in Q3 2023 and held it in 6 quarters. The position peaked at $1.41M in Q4 2023. 153 funds tracked by Wall St. Rank hold RYLD as of Q1 2025.

Kingsview Wealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
Kingsview Wealth Management sold 56,252 Global X Russell 2000 Covered Call ETF shares in Q1 2025, an estimated $919K.
Kingsview Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2023 and held it in 6 quarters.
Kingsview Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $1.41M in Q4 2023.
153 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2025.

Based on Kingsview Wealth Management's 13F filing for Q1 2025, filed 2 May 2025.