Vanguard Capital Wealth Advisors’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Vanguard Capital Wealth 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 Q4	–	Sell	-61	Closed	-$985	–	126
2024 Q3	$985	Buy	+61	New	+$977	﹤0.01%	116
2022 Q3	–	Sell	-33,241	Closed	-$682K	–	128
2022 Q2	$682K	Buy	33,241 +18,387	+124%	+$401K	0.77%	31
2022 Q1	$353K	Buy	14,854 +3,606	+32%	+$84K	0.25%	94
2021 Q4	$278K	Sell	11,248 -297	-3%	-$7.42K	0.2%	100
2021 Q3	$287	Buy	+11,545	New	+$290K	0.19%	100

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

Vanguard Capital Wealth Advisors's RYLD Position: Q4 2024 in Review

Vanguard Capital Wealth Advisors sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2024, closing a stake of 61 shares — an estimated $985 sold.

Vanguard Capital Wealth Advisors first reported a position in RYLD in Q3 2021 and held it in 5 quarters. The position peaked at $682K in Q2 2022. 142 funds tracked by Wall St. Rank hold RYLD as of Q4 2024.

Vanguard Capital Wealth Advisors reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
Vanguard Capital Wealth Advisors sold 61 Global X Russell 2000 Covered Call ETF shares in Q4 2024, an estimated $985.
Vanguard Capital Wealth Advisors first reported a position in Global X Russell 2000 Covered Call ETF in Q3 2021 and held it in 5 quarters.
Vanguard Capital Wealth Advisors's Global X Russell 2000 Covered Call ETF position peaked at $682K in Q2 2022.
142 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2024.

Based on Vanguard Capital Wealth Advisors's 13F filing for Q4 2024, filed 18 Feb 2025.