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 |
---|---|---|---|---|---|---|---|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
49.7K+ 89.41% |
$823K - $937K
|
105K
$1.75M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
49.3K+ 15.09% |
$817K - $929K
|
376K
$6.23M
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
BUY
|
- |
46.5K+ 16.94% |
$771K - $877K
|
321K
$5.32M
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
46.3KNew |
$767K - $873K
|
46.3K
$768K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
43.8K+ 138.64% |
$726K - $826K
|
75.4K
$1.25M
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
42.8K+ 12.23% |
$709K - $806K
|
392K
$6.51M
|
|
May 05, 2025
Q1 2025
|
Garner Asset Management Corp
|
BUY
|
- |
42.5KNew |
$704K - $801K
|
42.5K
$704K
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
42.4K+ 13.92% |
$703K - $799K
|
347K
$5.75M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
41.5K+ 11.75% |
$687K - $782K
|
395K
$6.54M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
40.2K+ 9.09% |
$667K - $758K
|
483K
$8M
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
40KNew |
$663K - $754K
|
40K
$663K
|
|
Apr 15, 2025
Q1 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
39.7K+ 701.77% |
$657K - $747K
|
45.3K
$751K
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
39.5K+ 26.75% |
$654K - $744K
|
187K
$3.1M
|
|
May 15, 2025
Q1 2025
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
34.8K+ 12.21% |
$576K - $656K
|
320K
$5.3M
|
|
May 06, 2025
Q1 2025
|
Efficient Advisors, LLC
|
BUY
|
- |
32.7KNew |
$542K - $616K
|
32.7K
$542K
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
32KNew |
$530K - $602K
|
32K
$530K
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
31.8K+ 93547.06% |
$527K - $600K
|
31.8K
$528K
|
|
Apr 28, 2025
Q1 2025
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
30.5K+ 52.54% |
$506K - $576K
|
88.7K
$1.47M
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
30.2KNew |
$500K - $569K
|
30.2K
$500K
|
|
May 09, 2025
Q1 2025
|
Park Circle CO
|
BUY
|
- |
29.5KNew |
$489K - $556K
|
29.5K
$489K
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
29.1KNew |
$482K - $549K
|
29.1K
$483K
|
|
May 12, 2025
Q1 2025
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
28.7KNew |
$475K - $541K
|
28.7K
$476K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
28.6K+ 5.49% |
$473K - $539K
|
549K
$9.1M
|
|
Apr 08, 2025
Q1 2025
|
Kaizen Financial Strategies
|
BUY
|
- |
28.4K+ 46.34% |
$471K - $535K
|
89.7K
$1.49M
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
27.1K+ 25.81% |
$449K - $511K
|
132K
$2.19M
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
BUY
|
- |
26.2KNew |
$434K - $494K
|
26.2K
$435K
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
BUY
|
- |
26KNew |
$431K - $490K
|
26K
$431K
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
25.9K+ 109.12% |
$429K - $488K
|
49.7K
$823K
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
25.4K+ 36.58% |
$421K - $479K
|
94.9K
$1.57M
|
|
May 13, 2025
Q1 2025
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
24.9K+ 91.82% |
$413K - $470K
|
52K
$863K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
24.5K+ 6.54% |
$406K - $462K
|
399K
$6.62M
|
|
Apr 30, 2025
Q1 2025
|
Mjp Associates Inc
|
BUY
|
- |
23.9K+ 12.62% |
$396K - $451K
|
213K
$3.54M
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
23.8K+ 12.55% |
$394K - $448K
|
213K
$3.54M
|
|
Apr 10, 2025
Q1 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.8K+ 17.87% |
$394K - $448K
|
157K
$2.6M
|
|
Apr 22, 2025
Q1 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
23KNew |
$381K - $434K
|
23K
$381K
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
22.7K+ 20.48% |
$375K - $427K
|
133K
$2.21M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
22.4KNew |
$372K - $423K
|
22.4K
$372K
|
|
May 01, 2025
Q1 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
21.8KNew |
$361K - $411K
|
21.8K
$361K
|
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
20.7KNew |
$342K - $389K
|
20.7K
$343K
|
|
May 08, 2025
Q1 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
20.7KNew |
$342K - $389K
|
20.7K
$342K
|
|
May 15, 2025
Q1 2025
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
19.5K+ 23.7% |
$324K - $368K
|
102K
$1.69M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
17K+ 34074.0% |
$282K - $321K
|
17.1K
$283K
|
|
Jun 17, 2025
Q1 2025
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
16.7KNew |
$277K - $316K
|
16.7K
$278K
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.7K+ 9.84% |
$277K - $315K
|
187K
$3.1M
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
15.3KNew |
$254K - $288K
|
15.3K
$254K
|
|
May 28, 2025
Q1 2025
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
15.2KNew |
$252K - $287K
|
15.2K
$252K
|
|
Apr 29, 2025
Q1 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
14.8K+ 104.38% |
$245K - $279K
|
29K
$480K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.8K+ 58.22% |
$245K - $279K
|
40.2K
$666K
|
|
May 13, 2025
Q1 2025
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
14.7KNew |
$243K - $276K
|
14.7K
$243K
|
|
May 16, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
14.6KNew |
$243K - $276K
|
14.6K
$243K
|