RYLD — GLOBAL X FDS

Ownership history in Capital CS Group, LLC  ·  3 quarters on record

This page tracks every 13F SEC filing in which Capital CS Group, LLC reported a position in GLOBAL X FDS (RYLD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.67% (2025 Q4)
Avg. % of fund
0.61%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 28,519 +3,534 +14.1% 0.67% $436K $15.00
2025 Q3 ADDED 24,985 +1,166 +4.9% 0.59% $376K $14.31
2025 Q2 INITIATED 23,819 — — 0.58% $355K $13.76
% of Fund (quarterly)    RYLD price (monthly, adj. close)

Other funds also holding RYLD

As of 2025 Q4 — sorted by position size

Solutions 4 Wealth, Ltd 1.39% Thrive Capital Management, LLC 3Y 1.09% FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 3Y 1.09% AlphaStar Capital Management, LLC 3Y 7Y 0.71% Resurgent Financial Advisors LLC 3Y 0.38% Newbridge Financial Services Group, Inc. 3Y 0.33% HUB Investment Partners, LLC 3Y 0.33% Garner Asset Management Corp 3Y 7Y 0.29% CERTIOR FINANCIAL GROUP, LLC 0.28% High Net Worth Advisory Group LLC 3Y 0.28%
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