Purchases and Sales Made in Q2 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
28.2KNew |
$477K - $502K
|
28.2K
$519K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
27.8K+ 27.62% |
$471K - $496K
|
129K
$2.37M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
27.5K+ 120.22% |
$465K - $489K
|
50.3K
$925K
|
|
|
Aug 10, 2023
Q2 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
27.2K+ 25.68% |
$460K - $484K
|
133K
$2.45M
|
|
|
Aug 14, 2023
Q2 2023
|
Emc Capital Management
Houston, TX |
BUY
|
- |
26.1K+ 8968.04% |
$442K - $465K
|
26.4K
$485K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
25.8K+ 6.73% |
$437K - $459K
|
409K
$7.52M
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
22.5K+ 50.56% |
$380K - $400K
|
66.9K
$1.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
22.3KNew |
$378K - $398K
|
22.3K
$411K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
22.3K+ 64.43% |
$377K - $396K
|
56.8K
$1.05M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$374K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
20.3KNew |
$344K - $362K
|
20.3K
$374K
|
|
|
Jul 14, 2023
Q2 2023
|
Smart Portfolios, LLC
Seattle, WA |
BUY
|
- |
20.2KNew |
$342K - $359K
|
20.2K
$371K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20.1K+ 22.62% |
$341K - $359K
|
109K
$2.01M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
19.7K+ 11.64% |
$333K - $350K
|
188K
$3.47M
|
|
|
Jul 25, 2023
Q2 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
18.9K+ 11.76% |
$320K - $336K
|
180K
$3.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
17K+ 30.32% |
$288K - $303K
|
73.1K
$1.35M
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
BUY
|
- |
16.9K+ 15.21% |
$287K - $301K
|
128K
$2.36M
|
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
16.8K+ 106.54% |
$285K - $300K
|
32.7K
$601K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
16.8K+ 5.28% |
$284K - $298K
|
334K
$6.15M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
15.7KNew |
$266K - $280K
|
15.7K
$289K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$276K
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
BUY
|
- |
15KNew |
$254K - $267K
|
15K
$276K
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
14.7K+ 4.07% |
$249K - $262K
|
377K
$6.92M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
14.6K+ 84.96% |
$247K - $259K
|
31.7K
$583K
|
|
|
Aug 14, 2023
Q2 2023
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
13.8KNew |
$234K - $246K
|
13.8K
$254K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
13.7K+ 132.64% |
$231K - $243K
|
24K
$440K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
13.6KNew |
$230K - $242K
|
13.6K
$250K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
13KNew |
$220K - $231K
|
13K
$239K
|
|
|
Aug 23, 2023
Q2 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13K+ 63.83% |
$219K - $231K
|
33.3K
$612K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
12.8K+ 5.13% |
$216K - $227K
|
262K
$4.81M
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.6K+ 10.31% |
$214K - $225K
|
135K
$2.49M
|
|
|
Aug 10, 2023
Q2 2023
|
Plan Group Financial, LLC
Oklahoma City, OK |
BUY
|
- |
12.4KNew |
$209K - $220K
|
12.4K
$228K
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
12.3K+ 26.59% |
$209K - $219K
|
58.7K
$1.08M
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
12.2K+ 18.72% |
$207K - $218K
|
77.6K
$1.43M
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
12K+ 8.22% |
$204K - $214K
|
159K
$2.92M
|
|
|
Jul 25, 2023
Q2 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
11.8KNew |
$200K - $210K
|
11.8K
$217K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.8K+ 12.52% |
$199K - $209K
|
106K
$1.94M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
11.5K+ 29.5% |
$195K - $205K
|
50.5K
$928K
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.4KNew |
$193K - $203K
|
11.4K
$209K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.9K+ 22.23% |
$185K - $194K
|
60K
$1.1M
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
10.9K+ 6.62% |
$185K - $194K
|
176K
$3.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
10.8KNew |
$182K - $192K
|
10.8K
$198K
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.8K+ 17.14% |
$182K - $191K
|
73.5K
$1.35M
|
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
10.7KNew |
$181K - $190K
|
10.7K
$197K
|
|
|
Aug 08, 2023
Q2 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
10.4KNew |
$176K - $185K
|
10.4K
$191K
|
|
|
Aug 07, 2023
Q2 2023
|
Kaizen Financial Strategies
|
BUY
|
- |
10.2KNew |
$174K - $182K
|
10.2K
$188K
|
|
|
Aug 14, 2023
Q2 2023
|
Hamilton Wealth, LLC
|
BUY
|
- |
10.1K+ 57.74% |
$172K - $180K
|
27.7K
$509K
|
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
10.1K+ 19.01% |
$172K - $180K
|
63.4K
$1.17M
|
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
10KNew |
$170K - $179K
|
10K
$184K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
9.98K+ 7.67% |
$169K - $178K
|
140K
$2.58M
|