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Prospera Financial Services’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Prospera Financial Services’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 		– Sell
-6,640
Closed -$136K – 1443
2022
Q2 		$136K Sell
6,640
-3,041
-31% -$66.3K 0.01% 825
2022
Q1 		$231K Buy
+9,681
New +$226K 0.01% 839

Other funds holding RYLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CF
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
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Prospera Financial Services's RYLD Position: Q3 2022 in Review

Prospera Financial Services sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q3 2022, closing a stake of 6,640 shares — an estimated $136K sold.

Prospera Financial Services first reported a position in RYLD in Q1 2022 and held it in 2 quarters. The position peaked at $231K in Q1 2022. 104 funds tracked by Wall St. Rank hold RYLD as of Q3 2022.

  • Prospera Financial Services reported no remaining Global X Russell 2000 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 6,640 Global X Russell 2000 Covered Call ETF shares in Q3 2022, an estimated $136K.
  • Prospera Financial Services first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Global X Russell 2000 Covered Call ETF position peaked at $231K in Q1 2022.
  • 104 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.