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

Sowell Financial Services’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 Q4	–	Sell	-51,523	Closed	-$833K	–	587
2024 Q3	$833K	Sell	51,523 -57,988	-53%	-$929K	0.04%	372
2024 Q2	$1.77M	Sell	109,511 -17,549	-14%	-$287K	0.08%	239
2024 Q1	$2.15M	Sell	127,060 -30,699	-19%	-$507K	0.1%	219
2023 Q4	$2.67M	Sell	157,759 -496	-0.3%	-$8.23K	0.14%	162
2023 Q3	$2.7M	Buy	158,255 +15,373	+11%	+$273K	0.17%	144
2023 Q2	$2.58M	Buy	+142,882	New	+$2.58M	0.14%	167
2023 Q1	–	Sell	-96,997	Closed	-$1.84M	–	821
2022 Q4	$1.84M	Buy	+96,997	New	+$1.87M	0.12%	197

Other funds holding RYLD

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HIP

HUB Investment Partners Austin, Texas $5.57B AUM 30.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Sowell Financial Services's RYLD Position: Q4 2024 in Review

Sowell Financial Services sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2024, closing a stake of 51,523 shares — an estimated $833K sold.

Sowell Financial Services first reported a position in RYLD in Q4 2022 and held it in 7 quarters. The position peaked at $2.7M in Q3 2023. 142 funds tracked by Wall St. Rank hold RYLD as of Q4 2024.

Sowell Financial Services reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 51,523 Global X Russell 2000 Covered Call ETF shares in Q4 2024, an estimated $833K.
Sowell Financial Services first reported a position in Global X Russell 2000 Covered Call ETF in Q4 2022 and held it in 7 quarters.
Sowell Financial Services's Global X Russell 2000 Covered Call ETF position peaked at $2.7M in Q3 2023.
142 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.