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 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 22, 2025
Q1 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-3- 1.47% |
$49.7 - $56.6
|
201
$3.33K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-4- 2.25% |
$66.3 - $75.4
|
174
$2.88K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-14- 0.06% |
$232 - $264
|
23.5K
$390K
|
|
|
May 14, 2025
Q1 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-22- 0.21% |
$365 - $415
|
10.5K
$174K
|
|
|
May 14, 2025
Q1 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-28- 6.62% |
$464 - $528
|
395
$6.55K
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-65- 0.31% |
$1.08K - $1.23K
|
21.1K
$351K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-100- 1.34% |
$1.66K - $1.89K
|
7.36K
$122K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-108- 0.75% |
$1.79K - $2.04K
|
14.3K
$236K
|
|
|
May 14, 2025
Q1 2025
|
Wiser Advisor Group LLC
Phoenix, AZ |
SELL
|
- |
-131- 98.5% |
$2.17K - $2.47K
|
2
$33.2
|
|
|
May 21, 2025
Q1 2025
|
Westbourne Investments, Inc.
Arlington, VA |
SELL
|
- |
-200- 1.92% |
$3.31K - $3.77K
|
10.2K
$170K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-259- 0.92% |
$4.29K - $4.88K
|
27.9K
$463K
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-300- 1.65% |
$4.97K - $5.66K
|
17.9K
$297K
|
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-399- 99.75% |
$6.61K - $7.52K
|
1
$16.6
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
SELL
|
- |
-450- 99.78% |
$7.46K - $8.48K
|
1
$16.6
|
|
|
May 09, 2025
Q1 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-478- 1.12% |
$7.92K - $9.01K
|
42K
$697K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-500- 25.0% |
$8.29K - $9.43K
|
1.5K
$24.9K
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-592- 5.11% |
$9.81K - $11.2K
|
11K
$182K
|
|
|
May 01, 2025
Q1 2025
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
SELL
|
- |
-611- 5.15% |
$10.1K - $11.5K
|
11.2K
$186K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-662- 1.24% |
$11K - $12.5K
|
52.7K
$874K
|
|
|
May 15, 2025
Q1 2025
|
Redwood Financial Network Corp
|
SELL
|
- |
-683- 0.42% |
$11.3K - $12.9K
|
164K
$2.72M
|
|
|
Apr 22, 2025
Q1 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-710- 1.68% |
$11.8K - $13.4K
|
41.5K
$689K
|
|
|
Apr 30, 2025
Q1 2025
|
Country Club Bank
|
SELL
|
- |
-725- 4.42% |
$12K - $13.7K
|
15.7K
$260K
|
|
|
May 09, 2025
Q1 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-739- 4.91% |
$12.2K - $13.9K
|
14.3K
$237K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-743- 2.54% |
$12.3K - $14K
|
28.6K
$473K
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-753- 6.48% |
$12.5K - $14.2K
|
10.9K
$180K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-797- 3.35% |
$13.2K - $15K
|
23K
$382K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-800- 2.44% |
$13.3K - $15.1K
|
32K
$531K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-864- 4.9% |
$14.3K - $16.3K
|
16.8K
$278K
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-876- 6.79% |
$14.5K - $16.5K
|
12K
$199K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1K- 71.43% |
$16.6K - $18.9K
|
400
$6.63K
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.04K- 5.64% |
$17.3K - $19.7K
|
17.5K
$290K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-1.06K- 8.95% |
$17.6K - $20K
|
10.8K
$179K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-1.1K- 65.05% |
$18.2K - $20.7K
|
591
$9.8K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.12K- 79.86% |
$18.5K - $21.1K
|
282
$4.68K
|
|
|
Apr 18, 2025
Q1 2025
|
Lion Street Advisors, LLC
|
SELL
|
- |
-1.22K- 8.13% |
$20.2K - $23K
|
13.8K
$228K
|
|
|
Apr 17, 2025
Q1 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.29K- 4.34% |
$21.4K - $24.3K
|
28.4K
$471K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.4K- 4.46% |
$23.1K - $26.3K
|
29.9K
$496K
|
|
|
May 09, 2025
Q1 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.44K- 6.49% |
$23.9K - $27.2K
|
20.8K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-1.47K- 3.72% |
$24.4K - $27.7K
|
38.1K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.61K- 0.66% |
$26.7K - $30.3K
|
242K
$4.01M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-1.7K- 44.02% |
$28.2K - $32.1K
|
2.16K
$35.9K
|
|
|
Apr 10, 2025
Q1 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.72K- 1.07% |
$28.5K - $32.4K
|
159K
$2.63M
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-1.77K- 77.89% |
$29.3K - $33.3K
|
502
$8.32K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-1.79K- 23.05% |
$29.6K - $33.7K
|
5.96K
$98.9K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-1.89K- 7.35% |
$31.3K - $35.6K
|
23.8K
$394K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.9K- 0.41% |
$31.5K - $35.8K
|
458K
$7.59M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.98K- 6.96% |
$32.9K - $37.4K
|
26.5K
$440K
|
|
|
Apr 15, 2025
Q1 2025
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-2.32K- 18.65% |
$38.4K - $43.7K
|
10.1K
$168K
|
|
|
May 15, 2025
Q1 2025
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-2.49K- 17.59% |
$41.3K - $47K
|
11.7K
$194K
|