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 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-31.9K- 72.02% |
$529K - $601K
|
12.4K
$205K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35.8K- 63.57% |
$594K - $675K
|
20.5K
$340K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.4K- 67.79% |
$934K - $1.06M
|
26.8K
$444K
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-57.5K- 30.36% |
$953K - $1.08M
|
132K
$2.19M
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-61.2K- 79.5% |
$1.01M - $1.15M
|
15.8K
$262K
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61.4K- 14.29% |
$1.02M - $1.16M
|
368K
$6.1M
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-69K- 1.73% |
$1.14M - $1.3M
|
3.91M
$64.9M
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-91.6K- 0.81% |
$1.52M - $1.73M
|
11.2M
$186M
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-97.9K- 42.54% |
$1.62M - $1.84M
|
132K
$2.19M
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-144K- 34.22% |
$2.39M - $2.71M
|
277K
$4.59M
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-158K- 82.14% |
$2.61M - $2.97M
|
34.3K
$568K
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-165K- 99.87% |
$2.73M - $3.1M
|
217
$3.6K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-195K- 8.52% |
$3.24M - $3.68M
|
2.1M
$34.8M
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-367K- 81.73% |
$6.09M - $6.92M
|
82.1K
$1.36M
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-589K- 72.99% |
$9.75M - $11.1M
|
218K
$3.61M
|