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 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.13K+ 0.66% |
$18.6K - $21.2K
|
171K
$2.84M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.08K+ 16.42% |
$18K - $20.4K
|
7.69K
$127K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
915New |
$15.2K - $17.2K
|
915
$15.2K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
913+ 4.82% |
$15.1K - $17.2K
|
19.9K
$329K
|
|
|
Apr 16, 2025
Q1 2025
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
700+ 100.0% |
$11.6K - $13.2K
|
1.4K
$23.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
677+ 0.39% |
$11.2K - $12.8K
|
174K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
BUY
|
- |
676+ 3.34% |
$11.2K - $12.7K
|
20.9K
$347K
|
|
|
Apr 10, 2025
Q1 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
675+ 18.84% |
$11.2K - $12.7K
|
4.26K
$70.6K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
BUY
|
- |
659+ 2.07% |
$10.9K - $12.4K
|
32.4K
$538K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
655+ 2.15% |
$10.9K - $12.3K
|
31.1K
$516K
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
626New |
$10.4K - $11.8K
|
626
$10.4K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
600+ 16.99% |
$9.94K - $11.3K
|
4.13K
$68.5K
|
|
|
May 01, 2025
Q1 2025
|
Asset Dedication, LLC
|
BUY
|
- |
600+ 300.0% |
$9.94K - $11.3K
|
800
$13.3K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
599+ 2.74% |
$9.93K - $11.3K
|
22.4K
$372K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
592+ 3.62% |
$9.81K - $11.2K
|
16.9K
$281K
|
|
|
Apr 11, 2025
Q1 2025
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
576+ 2.89% |
$9.54K - $10.9K
|
20.5K
$340K
|
|
|
Apr 23, 2025
Q1 2025
|
Ferguson Shapiro LLC
|
BUY
|
- |
546+ 4.9% |
$9.05K - $10.3K
|
11.7K
$194K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
507+ 2.28% |
$8.4K - $9.56K
|
22.7K
$377K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
409+ 2.52% |
$6.78K - $7.71K
|
16.6K
$276K
|
|
|
May 14, 2025
Q1 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
393+ 1.7% |
$6.51K - $7.41K
|
23.5K
$389K
|
|
|
May 08, 2025
Q1 2025
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
367+ 2.56% |
$6.08K - $6.92K
|
14.7K
$244K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
363+ 1.97% |
$6.01K - $6.84K
|
18.8K
$311K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
345+ 1.03% |
$5.72K - $6.5K
|
33.8K
$561K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
319+ 4.59% |
$5.29K - $6.01K
|
7.28K
$121K
|
|
|
May 14, 2025
Q1 2025
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
300New |
$4.97K - $5.66K
|
300
$4.97K
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
290+ 2.81% |
$4.81K - $5.47K
|
10.6K
$176K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
264+ 1.14% |
$4.37K - $4.98K
|
23.5K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
257New |
$4.26K - $4.84K
|
257
$4.26K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
240+ 1.28% |
$3.98K - $4.52K
|
19.1K
$316K
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
197+ 0.45% |
$3.26K - $3.71K
|
44.2K
$733K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
197+ 0.59% |
$3.26K - $3.71K
|
33.5K
$555K
|
|
|
Apr 28, 2025
Q1 2025
|
North Capital, Inc.
Salt Lake City, UT |
BUY
|
- |
143New |
$2.37K - $2.7K
|
143
$2.37K
|
|
|
May 06, 2025
Q1 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
126+ 0.62% |
$2.09K - $2.38K
|
20.5K
$339K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
113+ 4.91% |
$1.87K - $2.13K
|
2.41K
$40K
|
|
|
Apr 24, 2025
Q1 2025
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
67+ 12.43% |
$1.11K - $1.26K
|
606
$10K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
66+ 4.85% |
$1.09K - $1.24K
|
1.43K
$23.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
66+ 4.92% |
$1.09K - $1.24K
|
1.41K
$23.3K
|
|
|
Apr 30, 2025
Q1 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
56+ 4.98% |
$928 - $1.06K
|
1.18K
$19.6K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
55New |
$911 - $1.04K
|
55
$912
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
48New |
$795 - $905
|
48
$796
|
|
|
May 08, 2025
Q1 2025
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
41+ 0.31% |
$679 - $773
|
13.4K
$222K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
39+ 4.91% |
$646 - $735
|
834
$13.8K
|
|
|
Apr 14, 2025
Q1 2025
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
29New |
$481 - $547
|
29
$481
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
28+ 0.11% |
$464 - $528
|
25.4K
$421K
|
|
|
Apr 25, 2025
Q1 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
26+ 0.06% |
$431 - $490
|
41K
$679K
|
|
|
May 09, 2025
Q1 2025
|
Ogorek Anthony Joseph
|
BUY
|
- |
18+ 4.89% |
$298 - $339
|
386
$6.4K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
BUY
|
- |
17+ 4.94% |
$282 - $320
|
361
$5.99K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
14+ 0.03% |
$232 - $264
|
40.1K
$665K
|
|
|
May 02, 2025
Q1 2025
|
Mountain Hill Investment Partners Corp.
Atlantic Highlands, NJ |
BUY
|
- |
4+ 5.71% |
$66.3 - $75.4
|
74
$1.23K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
1+ 0.01% |
$16.6 - $18.9
|
13K
$216K
|