Purchases and Sales Made in Q1 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q1 2023. The information is specifically focused on institutions that hold shares of GLOBAL X FDSNASDAQ 100 COVERED.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
1.33K+ 9.18% |
$21K - $22.8K
|
15.8K
$291K
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.18K+ 10.4% |
$18.6K - $20.2K
|
12.5K
$230K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1.12K+ 2.49% |
$17.6K - $19.1K
|
45.9K
$844K
|
|
Apr 20, 2023
Q1 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
1.01K+ 8.61% |
$16K - $17.4K
|
12.8K
$235K
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1KNew |
$15.8K - $17.2K
|
1K
$18.4K
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
925+ 0.97% |
$14.6K - $15.9K
|
96.3K
$1.77M
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
800New |
$12.6K - $13.7K
|
800
$14.7K
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
730+ 4.14% |
$11.5K - $12.5K
|
18.4K
$338K
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
718+ 3.26% |
$11.3K - $12.3K
|
22.8K
$419K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
704+ 2.04% |
$11.1K - $12.1K
|
35.2K
$647K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
679+ 22.11% |
$10.7K - $11.6K
|
3.75K
$69K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
619+ 4.08% |
$9.76K - $10.6K
|
15.8K
$290K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
588+ 2.57% |
$9.27K - $10.1K
|
23.5K
$432K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
522+ 4.1% |
$8.23K - $8.95K
|
13.3K
$244K
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
521+ 16.28% |
$8.21K - $8.94K
|
3.72K
$68.4K
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
453New |
$7.14K - $7.77K
|
453
$8.33K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
440New |
$6.93K - $7.55K
|
440
$8.09K
|
|
Apr 19, 2023
Q1 2023
|
David J Yvars Group
|
BUY
|
- |
389+ 3.87% |
$6.13K - $6.67K
|
10.4K
$192K
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
385+ 3.53% |
$6.07K - $6.6K
|
11.3K
$208K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
322+ 38.7% |
$5.07K - $5.52K
|
1.15K
$21.2K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
309New |
$4.87K - $5.3K
|
309
$5.68K
|
|
May 08, 2023
Q1 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
308+ 1.24% |
$4.85K - $5.28K
|
25.2K
$463K
|
|
May 12, 2023
Q1 2023
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
274+ 0.8% |
$4.32K - $4.7K
|
34.6K
$637K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
262+ 0.31% |
$4.13K - $4.49K
|
85.4K
$1.57M
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
BUY
|
- |
205+ 0.64% |
$3.23K - $3.52K
|
32.4K
$596K
|
|
Apr 10, 2023
Q1 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
200+ 0.79% |
$3.15K - $3.43K
|
25.7K
$472K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
200New |
$3.15K - $3.43K
|
200
$3.68K
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
BUY
|
- |
200New |
$3.15K - $3.43K
|
200
$3.68K
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
172+ 1.0% |
$2.71K - $2.95K
|
17.4K
$320K
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
165New |
$2.6K - $2.83K
|
165
$3.03K
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
130New |
$2.05K - $2.23K
|
130
$2.39K
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
85+ 4.06% |
$1.34K - $1.46K
|
2.18K
$40.1K
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
83New |
$1.31K - $1.42K
|
83
$1.53K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
75+ 2.2% |
$1.18K - $1.29K
|
3.48K
$64.1K
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
68+ 2.76% |
$1.07K - $1.17K
|
2.53K
$46.6K
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
BUY
|
- |
60+ 0.13% |
$946 - $1.03K
|
45.3K
$833K
|
|
May 11, 2023
Q1 2023
|
Bramshill Investments, LLC
Naples, FL |
BUY
|
- |
54+ 1.36% |
$851 - $926
|
4.04K
$74.3K
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
48+ 0.55% |
$756 - $823
|
8.72K
$160K
|
|
May 15, 2023
Q1 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
37+ 4.03% |
$583 - $635
|
956
$17.6K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
36+ 0.29% |
$567 - $617
|
12.7K
$233K
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
35+ 2.65% |
$552 - $600
|
1.35K
$24.9K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
25+ 2.27% |
$394 - $429
|
1.13K
$20.7K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
15+ 0.02% |
$236 - $257
|
69.3K
$1.27M
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
14+ 0.06% |
$221 - $240
|
23.7K
$436K
|
|
May 22, 2023
Q1 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
12+ 4.3% |
$189 - $206
|
291
$5.35K
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
12+ 4.14% |
$189 - $206
|
302
$5.55K
|
|
Apr 24, 2023
Q1 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
5+ 4.67% |
$78.8 - $85.8
|
112
$2.06K
|
|
Nov 04, 2024
Q1 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
4New |
$63 - $68.6
|
4
$73.6
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
4+ 3.7% |
$63 - $68.6
|
112
$2.06K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
4+ 0.36% |
$63 - $68.6
|
1.12K
$20.5K
|