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 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.65K- 2.27% |
$43.9K - $49.9K
|
114K
$1.89M
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-2.65K- 2.09% |
$43.9K - $50K
|
124K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-2.69K- 5.17% |
$44.6K - $50.7K
|
49.4K
$819K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-2.83K- 7.63% |
$46.9K - $53.3K
|
34.3K
$568K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-2.87K- 13.3% |
$47.5K - $54.1K
|
18.7K
$310K
|
|
|
Apr 24, 2025
Q1 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-3.2K- 4.2% |
$53K - $60.3K
|
72.9K
$1.21M
|
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.42K- 2.32% |
$56.7K - $64.5K
|
144K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-3.54K- 13.77% |
$58.6K - $66.7K
|
22.2K
$367K
|
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-3.55K- 8.54% |
$58.9K - $67K
|
38K
$631K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-4.06K- 56.89% |
$67.3K - $76.5K
|
3.08K
$51K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.14K- 8.98% |
$68.5K - $78K
|
41.9K
$695K
|
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-4.33K- 17.99% |
$71.7K - $81.5K
|
19.7K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-4.46K- 99.89% |
$73.8K - $84K
|
5
$82.9
|
|
|
Apr 23, 2025
Q1 2025
|
Wealth Effects LLC
|
SELL
|
- |
-4.5K- 6.28% |
$74.6K - $84.9K
|
67.2K
$1.11M
|
|
|
May 09, 2025
Q1 2025
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-4.52K- 7.96% |
$74.9K - $85.2K
|
52.2K
$866K
|
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-5K- 15.43% |
$82.9K - $94.3K
|
27.4K
$454K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.51K- 4.53% |
$91.3K - $104K
|
116K
$1.92M
|
|
|
May 13, 2025
Q1 2025
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
SELL
|
- |
-5.88K- 4.45% |
$97.4K - $111K
|
126K
$2.09M
|
|
|
May 12, 2025
Q1 2025
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-5.96K- 31.95% |
$98.7K - $112K
|
12.7K
$210K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-6.22K- 49.66% |
$103K - $117K
|
6.3K
$105K
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-6.65K- 11.71% |
$110K - $125K
|
50.1K
$831K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-6.67K- 10.31% |
$111K - $126K
|
58.1K
$963K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.69K- 57.52% |
$111K - $126K
|
4.94K
$81.9K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-7.46K- 13.07% |
$124K - $141K
|
49.6K
$823K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-7.48K- 11.21% |
$124K - $141K
|
59.2K
$982K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-7.81K- 6.59% |
$129K - $147K
|
111K
$1.84M
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-8.07K- 19.99% |
$134K - $152K
|
32.3K
$536K
|
|
|
Apr 22, 2025
Q1 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8.25K- 15.09% |
$137K - $156K
|
46.4K
$770K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-8.41K- 27.93% |
$139K - $159K
|
21.7K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-8.74K- 10.33% |
$145K - $165K
|
75.9K
$1.26M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-8.91K- 13.19% |
$148K - $168K
|
58.7K
$973K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-8.96K- 9.54% |
$148K - $169K
|
85K
$1.41M
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-9.3K- 14.0% |
$154K - $175K
|
57.1K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-9.46K- 11.57% |
$157K - $178K
|
72.3K
$1.2M
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-9.5K- 12.53% |
$157K - $179K
|
66.3K
$1.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-10.9K- 3.87% |
$181K - $206K
|
272K
$4.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Erts Wealth Advisors, LLC
|
SELL
|
- |
-11.1K- 12.14% |
$184K - $210K
|
80.4K
$1.33M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-11.6K- 23.34% |
$192K - $218K
|
38K
$631K
|
|
|
May 14, 2025
Q1 2025
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-12K- 26.95% |
$200K - $227K
|
32.7K
$541K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-12.1K- 7.83% |
$201K - $228K
|
143K
$2.36M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.1K- 26.95% |
$218K - $248K
|
35.6K
$591K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-13.8K- 6.76% |
$229K - $261K
|
191K
$3.16M
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.9K- 94.88% |
$230K - $262K
|
750
$12.4K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15.4K- 26.17% |
$255K - $291K
|
43.5K
$721K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.5K- 15.74% |
$307K - $349K
|
99.2K
$1.64M
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.8K- 58.32% |
$345K - $392K
|
14.9K
$247K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.5K- 22.48% |
$406K - $462K
|
84.6K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-24.7KClosed |
$409K - $466K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-24.8K- 50.0% |
$411K - $468K
|
24.8K
$412K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-27.5K- 32.19% |
$455K - $518K
|
57.9K
$960K
|