Mariner Independent Advisor Network’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$801K	Sell	43,483 -6,709	-13%	-$137K	0.03%	411
2022 Q2	$1.04M	Buy	50,192 +14,529	+41%	+$317K	0.04%	359
2022 Q1	$852K	Buy	+35,663	New	+$831K	0.03%	381

Other funds holding RYLD

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return

RJFSA

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

Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Mariner Independent Advisor Network's RYLD Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its Global X Russell 2000 Covered Call ETF (RYLD) stake by 13% in Q3 2022, selling an estimated $137K and leaving 43,483 shares worth $801K. The position accounts for 0.03% of the portfolio, ranked #411.

Mariner Independent Advisor Network first reported a position in RYLD in Q1 2022 and has held it in 3 quarters since. The position peaked at $1.04M in Q2 2022. 104 funds tracked by Wall St. Rank hold RYLD as of Q3 2022.

Mariner Independent Advisor Network held 43,483 shares of Global X Russell 2000 Covered Call ETF worth $801K as of Q3 2022.
Mariner Independent Advisor Network sold 6,709 Global X Russell 2000 Covered Call ETF shares in Q3 2022, an estimated $137K.
Global X Russell 2000 Covered Call ETF made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #411 holding.
Mariner Independent Advisor Network first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and has held it in 3 quarters since.
Mariner Independent Advisor Network's Global X Russell 2000 Covered Call ETF position peaked at $1.04M in Q2 2022.
104 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.