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Roffman Miller Associates’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Roffman Miller Associates’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
Q3 		– Sell
-110
Closed -$1.98K – 143
2023
Q2 		$1.98K Buy
+110
New +$1.98K ﹤0.01% 142

Other funds holding RYLD

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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
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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Roffman Miller Associates's RYLD Position: Q3 2023 in Review

Roffman Miller Associates sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q3 2023, closing a stake of 110 shares — an estimated $1.98K sold.

Roffman Miller Associates first reported a position in RYLD in Q2 2023 and held it in 1 quarter. The position peaked at $1.98K in Q2 2023. 127 funds tracked by Wall St. Rank hold RYLD as of Q3 2023.

  • Roffman Miller Associates reported no remaining Global X Russell 2000 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
  • Roffman Miller Associates sold 110 Global X Russell 2000 Covered Call ETF shares in Q3 2023, an estimated $1.98K.
  • Roffman Miller Associates first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2023 and held it in 1 quarter.
  • Roffman Miller Associates's Global X Russell 2000 Covered Call ETF position peaked at $1.98K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2023.

Based on Roffman Miller Associates's 13F filing for Q3 2023, filed 9 Nov 2023.