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 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-13.9K- 94.88% |
$230K - $262K
|
750
$12.9K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-15.4K- 26.17% |
$255K - $291K
|
43.5K
$747K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-18.5K- 15.74% |
$307K - $349K
|
99.2K
$1.7M
|
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-19.9K- 65.06% |
$330K - $376K
|
10.7K
$184K
|
|
|
May 20, 2025
Q1 2025
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-20.8K- 58.32% |
$345K - $392K
|
14.9K
$255K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-24.5K- 22.48% |
$406K - $462K
|
84.6K
$1.45M
|
|
|
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
$427K
|
|
|
May 14, 2025
Q1 2025
|
Patten Group, Inc.
|
SELL
|
- |
-27.5K- 32.19% |
$455K - $518K
|
57.9K
$995K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-31.9K- 72.02% |
$529K - $601K
|
12.4K
$213K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-35.8K- 63.57% |
$594K - $675K
|
20.5K
$353K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-56.4K- 67.79% |
$934K - $1.06M
|
26.8K
$460K
|
|
|
Apr 11, 2025
Q1 2025
|
Unique Wealth, LLC
Tampa, FL |
SELL
|
- |
-57.5K- 30.36% |
$953K - $1.08M
|
132K
$2.27M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-61.2K- 79.5% |
$1.01M - $1.15M
|
15.8K
$271K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-61.4K- 14.29% |
$1.02M - $1.16M
|
368K
$6.33M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-69K- 1.73% |
$1.14M - $1.3M
|
3.91M
$67.2M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
SELL
|
- |
-91.6K- 0.81% |
$1.52M - $1.73M
|
11.2M
$192M
|
|
|
May 02, 2025
Q1 2025
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
SELL
|
- |
-97.9K- 42.54% |
$1.62M - $1.84M
|
132K
$2.27M
|
|
|
May 15, 2025
Q1 2025
|
Cook Wealth Management Group LLC
Raleigh, NC |
SELL
|
- |
-144K- 34.22% |
$2.39M - $2.71M
|
277K
$4.75M
|
|
|
May 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-158K- 82.14% |
$2.61M - $2.97M
|
34.3K
$589K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-165K- 99.87% |
$2.73M - $3.1M
|
217
$3.73K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-195K- 8.52% |
$3.24M - $3.68M
|
2.1M
$36.1M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-367K- 81.73% |
$6.09M - $6.92M
|
82.1K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-589K- 72.99% |
$9.75M - $11.1M
|
218K
$3.74M
|