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

MGB 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
2024
Q1 		– Sell
-3,091
Closed -$51.7K – 266
2023
Q4 		$51.7K Buy
+3,091
New +$51.3K 0.03% 219

Other funds holding RYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

MGB Wealth Management's RYLD Position: Q1 2024 in Review

MGB Wealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2024, closing a stake of 3,091 shares — an estimated $51.7K sold.

MGB Wealth Management first reported a position in RYLD in Q4 2023 and held it in 1 quarter. The position peaked at $51.7K in Q4 2023. 137 funds tracked by Wall St. Rank hold RYLD as of Q1 2024.

  • MGB Wealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
  • MGB Wealth Management sold 3,091 Global X Russell 2000 Covered Call ETF shares in Q1 2024, an estimated $51.7K.
  • MGB Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2023 and held it in 1 quarter.
  • MGB Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $51.7K in Q4 2023.
  • 137 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2024.

Based on MGB Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.