Owen LaRue’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Owen LaRue’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
2023 Q4	–	Sell	-10,430	Closed	-$178K	–	82
2023 Q3	$178K	Sell	10,430 -5,312	-34%	-$94.2K	0.2%	70
2023 Q2	$285K	Sell	15,742 -30,466	-66%	-$549K	0.3%	58
2023 Q1	$874K	Hold	46,208	–	–	0.95%	29
2022 Q4	$874K	Buy	+46,208	New	+$891K	0.95%	29

Other funds holding RYLD

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

BCM

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

Owen LaRue's RYLD Position: Q4 2023 in Review

Owen LaRue sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2023, closing a stake of 10,430 shares — an estimated $178K sold.

Owen LaRue first reported a position in RYLD in Q4 2022 and held it in 4 quarters. The position peaked at $874K in Q1 2023. 135 funds tracked by Wall St. Rank hold RYLD as of Q4 2023.

Owen LaRue reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
Owen LaRue sold 10,430 Global X Russell 2000 Covered Call ETF shares in Q4 2023, an estimated $178K.
Owen LaRue first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and held it in 4 quarters.
Owen LaRue's Global X Russell 2000 Covered Call ETF position peaked at $874K in Q1 2023.
135 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2023.

Based on Owen LaRue's 13F filing for Q4 2023, filed 5 Feb 2024.