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

Lifeworks 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 Q2	–	Sell	-10,221	Closed	-$173K	–	238
2024 Q1	$173K	Sell	10,221 -6,918	-40%	-$114K	0.05%	224
2023 Q4	$287K	Hold	17,139	–	–	0.1%	163
2023 Q3	$292K	Buy	+17,139	New	+$304K	0.11%	151

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

RJFSA

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

BCM

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

Lifeworks Advisors's RYLD Position: Q2 2024 in Review

Lifeworks Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2024, closing a stake of 10,221 shares — an estimated $173K sold.

Lifeworks Advisors first reported a position in RYLD in Q3 2023 and held it in 3 quarters. The position peaked at $292K in Q3 2023. 134 funds tracked by Wall St. Rank hold RYLD as of Q2 2024.

Lifeworks Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
Lifeworks Advisors sold 10,221 Global X Russell 2000 Covered Call ETF shares in Q2 2024, an estimated $173K.
Lifeworks Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2023 and held it in 3 quarters.
Lifeworks Advisors's Global X Russell 2000 Covered Call ETF position peaked at $292K in Q3 2023.
134 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2024.

Based on Lifeworks Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.