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Sage Mountain Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Sage Mountain Advisors’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
Q2 		– Sell
-5,249
Closed -$88.8K – 438
2024
Q1 		$88.8K Buy
+5,249
New +$86.8K 0.01% 351

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
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
HIP
HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 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
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

Sage Mountain Advisors's RYLD Position: Q2 2024 in Review

Sage Mountain Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2024, closing a stake of 5,249 shares — an estimated $88.8K sold.

Sage Mountain Advisors first reported a position in RYLD in Q1 2024 and held it in 1 quarter. The position peaked at $88.8K in Q1 2024. 134 funds tracked by Wall St. Rank hold RYLD as of Q2 2024.

  • Sage Mountain Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,249 Global X Russell 2000 Covered Call ETF shares in Q2 2024, an estimated $88.8K.
  • Sage Mountain Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2024 and held it in 1 quarter.
  • Sage Mountain Advisors's Global X Russell 2000 Covered Call ETF position peaked at $88.8K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2024.

Based on Sage Mountain Advisors's 13F filing for Q2 2024, filed 31 Jul 2024.