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

Prosperity 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	-32,587	Closed	-$546K	–	200
2023 Q4	$546K	Sell	32,587 -1,538	-5%	-$25.5K	0.35%	45
2023 Q3	$582K	Buy	34,125 +4,356	+15%	+$77.2K	0.37%	45
2023 Q2	$539K	Buy	29,769 +1,673	+6%	+$30.2K	0.35%	37
2023 Q1	$505K	Buy	28,096 +7,561	+37%	+$143K	0.4%	52
2022 Q4	$386K	Buy	+20,535	New	+$396K	0.36%	64

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

BCM

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

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

Prosperity Wealth Management sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q1 2024, closing a stake of 32,587 shares — an estimated $546K sold.

Prosperity Wealth Management first reported a position in RYLD in Q4 2022 and held it in 5 quarters. The position peaked at $582K in Q3 2023. 137 funds tracked by Wall St. Rank hold RYLD as of Q1 2024.

Prosperity Wealth Management reported no remaining Global X Russell 2000 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
Prosperity Wealth Management sold 32,587 Global X Russell 2000 Covered Call ETF shares in Q1 2024, an estimated $546K.
Prosperity Wealth Management first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and held it in 5 quarters.
Prosperity Wealth Management's Global X Russell 2000 Covered Call ETF position peaked at $582K in Q3 2023.
137 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.