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

Safeguard Financial’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
-227
Closed -$4K – 454
2023
Q2 		$4K Buy
+227
New +$4.09K ﹤0.01% 425

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

Safeguard Financial's RYLD Position: Q3 2023 in Review

Safeguard Financial sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q3 2023, closing a stake of 227 shares — an estimated $4K sold.

Safeguard Financial first reported a position in RYLD in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 127 funds tracked by Wall St. Rank hold RYLD as of Q3 2023.

  • Safeguard Financial reported no remaining Global X Russell 2000 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
  • Safeguard Financial sold 227 Global X Russell 2000 Covered Call ETF shares in Q3 2023, an estimated $4K.
  • Safeguard Financial first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2023 and held it in 1 quarter.
  • Safeguard Financial's Global X Russell 2000 Covered Call ETF position peaked at $4K in Q2 2023.
  • 127 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q3 2023.

Based on Safeguard Financial's 13F filing for Q3 2023, filed 30 Oct 2023.