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Sequent Planning’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Sequent Planning’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
-13,428
Closed -$227K – 148
2024
Q1 		$227K Buy
+13,428
New +$222K 0.08% 128

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 $4.18B AUM 24.76% 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

Sequent Planning's RYLD Position: Q2 2024 in Review

Sequent Planning sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q2 2024, closing a stake of 13,428 shares — an estimated $227K sold.

Sequent Planning first reported a position in RYLD in Q1 2024 and held it in 1 quarter. The position peaked at $227K in Q1 2024. 134 funds tracked by Wall St. Rank hold RYLD as of Q2 2024.

  • Sequent Planning reported no remaining Global X Russell 2000 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
  • Sequent Planning sold 13,428 Global X Russell 2000 Covered Call ETF shares in Q2 2024, an estimated $227K.
  • Sequent Planning first reported a position in Global X Russell 2000 Covered Call ETF in Q1 2024 and held it in 1 quarter.
  • Sequent Planning's Global X Russell 2000 Covered Call ETF position peaked at $227K in Q1 2024.
  • 134 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q2 2024.

Based on Sequent Planning's 13F filing for Q2 2024, filed 12 Aug 2024.