NFP Retirement Inc’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

NFP Retirement Inc’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 Q3	–	Sell	-21,164	Closed	-$339K	–	293
2024 Q2	$339K	Hold	21,164	–	–	0.03%	214
2024 Q1	$358K	Sell	21,164 -698	-3%	-$11.5K	0.03%	212
2023 Q4	$366K	Sell	21,862 -9,832	-31%	-$163K	0.06%	169
2023 Q3	$541K	Sell	31,694 -11,929	-27%	-$211K	0.1%	141
2023 Q2	$789K	Buy	43,623 +30,341	+228%	+$547K	0.15%	105
2023 Q1	$239K	Buy	13,282 +2,426	+22%	+$45.7K	0.05%	213
2022 Q4	$204K	Buy	+10,856	New	+$209K	0.04%	225

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

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

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

HIP

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

BCM

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

NFP Retirement Inc's RYLD Position: Q3 2024 in Review

NFP Retirement Inc sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q3 2024, closing a stake of 21,164 shares — an estimated $339K sold.

NFP Retirement Inc first reported a position in RYLD in Q4 2022 and held it in 7 quarters. The position peaked at $789K in Q2 2023. 134 funds tracked by Wall St. Rank hold RYLD as of Q3 2024.

NFP Retirement Inc reported no remaining Global X Russell 2000 Covered Call ETF position as of Q3 2024 after selling out during the quarter.
NFP Retirement Inc sold 21,164 Global X Russell 2000 Covered Call ETF shares in Q3 2024, an estimated $339K.
NFP Retirement Inc first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and held it in 7 quarters.
NFP Retirement Inc's Global X Russell 2000 Covered Call ETF position peaked at $789K in Q2 2023.
134 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2024.

Based on NFP Retirement Inc's 13F filing for Q3 2024, filed 13 Feb 2025.