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 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.35K+ 5.38% |
$88.7K - $101K
|
105K
$1.74M
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
5.16KNew |
$85.4K - $97.2K
|
5.16K
$85.5K
|
|
|
May 15, 2025
Q1 2025
|
Stone X Group Inc.
|
BUY
|
- |
5.05K+ 23.85% |
$83.6K - $95.1K
|
26.2K
$434K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
4.95K+ 17.79% |
$82K - $93.3K
|
32.8K
$544K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
4.92K+ 13.58% |
$81.5K - $92.8K
|
41.2K
$682K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
4.67K+ 3.77% |
$77.3K - $88K
|
129K
$2.13M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.62K+ 0.84% |
$76.6K - $87.1K
|
552K
$9.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
4.62K+ 3.63% |
$76.6K - $87.1K
|
132K
$2.19M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.34K+ 23.94% |
$71.9K - $81.8K
|
22.5K
$372K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
4.23KNew |
$70.1K - $79.7K
|
4.23K
$70.1K
|
|
|
Apr 08, 2025
Q1 2025
|
First Community Trust Na
|
BUY
|
- |
4K+ 69.97% |
$66.3K - $75.4K
|
9.72K
$161K
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
3.94K+ 2.64% |
$65.2K - $74.2K
|
153K
$2.54M
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
3.92K+ 2.28% |
$65K - $73.9K
|
176K
$2.92M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
3.92K+ 17.3% |
$64.9K - $73.8K
|
26.6K
$440K
|
|
|
Apr 24, 2025
Q1 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
3.63K+ 12.97% |
$60.2K - $68.5K
|
31.7K
$525K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
3.48K+ 13.47% |
$57.7K - $65.6K
|
29.3K
$486K
|
|
|
May 13, 2025
Q1 2025
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
3.37K+ 12.73% |
$55.9K - $63.6K
|
29.9K
$495K
|
|
|
Apr 25, 2025
Q1 2025
|
Perissos Private Wealth Management, LLC
Bethany, OK |
BUY
|
- |
3.33K+ 2.74% |
$55.1K - $62.7K
|
125K
$2.07M
|
|
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
3.25K+ 0.84% |
$53.8K - $61.2K
|
389K
$6.44M
|
|
|
May 14, 2025
Q1 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.24K+ 4.05% |
$53.7K - $61.1K
|
83.2K
$1.38M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3.14K+ 4.91% |
$52K - $59.2K
|
67K
$1.11M
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3K+ 3.66% |
$49.7K - $56.6K
|
85K
$1.41M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
3KNew |
$49.7K - $56.6K
|
3K
$49.7K
|
|
|
May 09, 2025
Q1 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
2.91K+ 19.69% |
$48.2K - $54.9K
|
17.7K
$293K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.84K+ 7.86% |
$47.1K - $53.5K
|
39K
$646K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.75K+ 71.08% |
$45.5K - $51.7K
|
6.61K
$110K
|
|
|
Apr 28, 2025
Q1 2025
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
2.63K+ 1.4% |
$43.5K - $49.5K
|
190K
$3.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
2.4K+ 22.54% |
$39.8K - $45.2K
|
13K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.39K+ 3.66% |
$39.6K - $45K
|
67.6K
$1.12M
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
2.37K+ 208.54% |
$39.3K - $44.7K
|
3.51K
$58.1K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.2K+ 4.27% |
$36.5K - $41.5K
|
53.9K
$893K
|
|
|
May 15, 2025
Q1 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
2.2KNew |
$36.5K - $41.5K
|
2.2K
$36.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Reliant Wealth Planning
|
BUY
|
- |
2.08K+ 13.55% |
$34.5K - $39.3K
|
17.5K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2.04K+ 13.64% |
$33.8K - $38.4K
|
17K
$281K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2KNew |
$33.1K - $37.7K
|
2K
$33.2K
|
|
|
Apr 11, 2025
Q1 2025
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
1.98K+ 5.47% |
$32.7K - $37.2K
|
38.1K
$632K
|
|
|
Apr 16, 2025
Q1 2025
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
1.86K+ 11.93% |
$30.7K - $35K
|
17.4K
$289K
|
|
|
Apr 15, 2025
Q1 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
1.77K+ 14.49% |
$29.2K - $33.3K
|
13.9K
$231K
|
|
|
Apr 23, 2025
Q1 2025
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
1.76K+ 4.58% |
$29.2K - $33.2K
|
40.2K
$666K
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
1.76K+ 6.78% |
$29.1K - $33.1K
|
27.7K
$458K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.6K+ 5.53% |
$26.5K - $30.1K
|
30.5K
$505K
|
|
|
Apr 15, 2025
Q1 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
1.56K+ 3.84% |
$25.9K - $29.5K
|
42.3K
$701K
|
|
|
May 12, 2025
Q1 2025
|
Dagco, Inc.
|
BUY
|
- |
1.52KNew |
$25.1K - $28.6K
|
1.52K
$25.2K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.51K+ 0.62% |
$25K - $28.5K
|
246K
$4.08M
|
|
|
Apr 29, 2025
Q1 2025
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
1.43K+ 10.75% |
$23.7K - $27K
|
14.8K
$245K
|
|
|
Apr 14, 2025
Q1 2025
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.43K+ 6.34% |
$23.7K - $26.9K
|
23.9K
$397K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.38KNew |
$22.9K - $26K
|
1.38K
$22.9K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.33K+ 0.93% |
$22K - $25K
|
144K
$2.39M
|
|
|
Apr 08, 2025
Q1 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
1.22K+ 10.97% |
$20.2K - $22.9K
|
12.3K
$204K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.2K+ 6.64% |
$19.9K - $22.6K
|
19.3K
$319K
|