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Wealthspire Advisors (New York)’s Global X Russell 2000 Covered Call ETF RYLD Stock Holding History

Wealthspire Advisors (New York)’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
-48,000
Closed -$776K – 833
2024
Q3 		$776K Sell
48,000
-94,000
-66% -$1.51M 0.01% 414
2024
Q2 		$2.28M Buy
+142,000
New +$2.32M 0.03% 190

Other funds holding RYLD

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HIP
HUB Investment Partners Austin, Texas $4.18B AUM 24.76% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 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

Wealthspire Advisors (New York)'s RYLD Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of Global X Russell 2000 Covered Call ETF (RYLD) in Q4 2024, closing a stake of 48,000 shares — an estimated $776K sold.

Wealthspire Advisors (New York) first reported a position in RYLD in Q2 2024 and held it in 2 quarters. The position peaked at $2.28M in Q2 2024. 142 funds tracked by Wall St. Rank hold RYLD as of Q4 2024.

  • Wealthspire Advisors (New York) reported no remaining Global X Russell 2000 Covered Call ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 48,000 Global X Russell 2000 Covered Call ETF shares in Q4 2024, an estimated $776K.
  • Wealthspire Advisors (New York) first reported a position in Global X Russell 2000 Covered Call ETF in Q2 2024 and held it in 2 quarters.
  • Wealthspire Advisors (New York)'s Global X Russell 2000 Covered Call ETF position peaked at $2.28M in Q2 2024.
  • 142 funds tracked by Wall St. Rank held Global X Russell 2000 Covered Call ETF as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.