Purchases and Sales Made in Q1 2025 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
341K+ 59.96% |
$5.64M - $6.42M
|
909K
$14.5M
|
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
121KNew |
$2.01M - $2.29M
|
121K
$1.94M
|
|
|
Apr 18, 2025
Q1 2025
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
104K+ 206.81% |
$1.72M - $1.95M
|
154K
$2.46M
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
92K+ 40.86% |
$1.52M - $1.73M
|
317K
$5.07M
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
87.3K+ 8.51% |
$1.45M - $1.65M
|
1.11M
$17.8M
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
BUY
|
- |
75KNew |
$1.24M - $1.41M
|
75K
$1.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
53.2K+ 77.69% |
$882K - $1M
|
122K
$1.95M
|
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
39.7K+ 701.77% |
$657K - $747K
|
45.3K
$725K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
39.5K+ 26.75% |
$654K - $744K
|
187K
$2.99M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.8K+ 93547.06% |
$527K - $600K
|
31.8K
$510K
|
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
28.4K+ 46.34% |
$471K - $535K
|
89.7K
$1.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.8K+ 17.87% |
$394K - $448K
|
157K
$2.51M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 34074.0% |
$282K - $321K
|
17.1K
$274K
|
|
|
Apr 11, 2025
Q1 2025
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
13.7K+ 105.49% |
$226K - $257K
|
26.6K
$426K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
12.6K+ 24.07% |
$209K - $237K
|
64.9K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
12.1K+ 18.03% |
$201K - $228K
|
79.3K
$1.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$186K - $212K
|
11.2K
$180K
|
|
|
Apr 10, 2025
Q1 2025
|
Annex Advisory Services, LLC
|
BUY
|
- |
10.5K+ 22.45% |
$173K - $197K
|
57.1K
$914K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
9.65K+ 72.88% |
$160K - $182K
|
22.9K
$366K
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
6.07K+ 5.9% |
$101K - $114K
|
109K
$1.74M
|
|
|
Apr 14, 2025
Q1 2025
|
Rda Financial Network
|
BUY
|
- |
5.8K+ 4.46% |
$96.1K - $109K
|
136K
$2.17M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.16KNew |
$85.4K - $97.2K
|
5.16K
$82.5K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.62K+ 0.84% |
$76.6K - $87.1K
|
552K
$8.84M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.62K+ 3.63% |
$76.6K - $87.1K
|
132K
$2.12M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.34K+ 23.94% |
$71.9K - $81.8K
|
22.5K
$360K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
4K+ 69.97% |
$66.3K - $75.4K
|
9.72K
$156K
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.92K+ 17.3% |
$64.9K - $73.8K
|
26.6K
$425K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.48K+ 13.47% |
$57.7K - $65.6K
|
29.3K
$469K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.14K+ 4.91% |
$52K - $59.2K
|
67K
$1.07M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.75K+ 71.08% |
$45.5K - $51.7K
|
6.61K
$106K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.98K+ 5.47% |
$32.7K - $37.2K
|
38.1K
$610K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.86K+ 11.93% |
$30.7K - $35K
|
17.4K
$279K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 14.49% |
$29.2K - $33.3K
|
13.9K
$223K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.56K+ 3.84% |
$25.9K - $29.5K
|
42.3K
$677K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.43K+ 6.34% |
$23.7K - $26.9K
|
23.9K
$383K
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 10.97% |
$20.2K - $22.9K
|
12.3K
$197K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
915New |
$15.2K - $17.2K
|
915
$14.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
700+ 100.0% |
$11.6K - $13.2K
|
1.4K
$22.4K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
675+ 18.84% |
$11.2K - $12.7K
|
4.26K
$68.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
576+ 2.89% |
$9.54K - $10.9K
|
20.5K
$328K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
507+ 2.28% |
$8.4K - $9.56K
|
22.7K
$364K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
290+ 2.81% |
$4.81K - $5.47K
|
10.6K
$170K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66+ 4.92% |
$1.09K - $1.24K
|
1.41K
$22.5K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29New |
$481 - $547
|
29
$464
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
14+ 0.03% |
$232 - $264
|
40.1K
$642K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-65- 0.31% |
$1.08K - $1.23K
|
21.1K
$339K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-300- 1.65% |
$4.97K - $5.66K
|
17.9K
$287K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-450- 99.78% |
$7.46K - $8.48K
|
1
$16
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-743- 2.54% |
$12.3K - $14K
|
28.6K
$457K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-753- 6.48% |
$12.5K - $14.2K
|
10.9K
$174K
|