Purchases and Sales Made in Q2 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
23.8KNew |
$410K - $430K
|
23.8K
$438K
|
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
23.5K+ 54.91% |
$405K - $425K
|
66.4K
$1.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
23.3K+ 42.25% |
$400K - $419K
|
78.3K
$1.44M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
22.3K+ 198.33% |
$384K - $403K
|
33.6K
$617K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
22KNew |
$379K - $397K
|
22K
$405K
|
|
|
Jul 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
21.3KNew |
$367K - $385K
|
21.3K
$392K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
20.7K+ 9.4% |
$356K - $373K
|
241K
$4.42M
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
20.7K+ 62.18% |
$356K - $373K
|
53.9K
$991K
|
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
20.6K+ 10.4% |
$355K - $372K
|
219K
$4.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
19.6K+ 14.17% |
$338K - $354K
|
158K
$2.91M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
18.5KNew |
$318K - $333K
|
18.5K
$340K
|
|
|
Aug 08, 2024
Q2 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
18.2KNew |
$313K - $327K
|
18.2K
$334K
|
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
17.4K+ 14.0% |
$300K - $315K
|
142K
$2.61M
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17K+ 111.28% |
$293K - $306K
|
32.3K
$593K
|
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
16.9K+ 8.7% |
$291K - $305K
|
211K
$3.88M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
16.7K+ 1.65% |
$288K - $302K
|
1.03M
$18.9M
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
16.3K+ 12.47% |
$281K - $295K
|
147K
$2.71M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
16.1K+ 3.17% |
$278K - $291K
|
526K
$9.66M
|
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16K+ 2.95% |
$276K - $289K
|
558K
$10.3M
|
|
|
Jul 11, 2024
Q2 2024
|
Reliant Wealth Planning
|
BUY
|
- |
15.3KNew |
$264K - $276K
|
15.3K
$281K
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
14.7KNew |
$252K - $264K
|
14.7K
$270K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
14.4K+ 6334.36% |
$248K - $259K
|
14.6K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
14.3KNew |
$247K - $258K
|
14.3K
$263K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
14.1K+ 3.12% |
$243K - $255K
|
466K
$8.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
13.9K+ 34.95% |
$240K - $252K
|
53.8K
$990K
|
|
|
Jul 31, 2024
Q2 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
13.9K+ 108.25% |
$239K - $251K
|
26.7K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13.8K+ 8.42% |
$237K - $249K
|
178K
$3.27M
|
|
|
Jul 29, 2024
Q2 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
13.7KNew |
$236K - $247K
|
13.7K
$252K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
13.7K+ 7.26% |
$235K - $247K
|
202K
$3.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
13K+ 8.38% |
$225K - $235K
|
169K
$3.1M
|
|
|
Aug 19, 2024
Q2 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
12.9K+ 15.99% |
$222K - $232K
|
93.4K
$1.72M
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
12.4KNew |
$214K - $224K
|
12.4K
$229K
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
12.4KNew |
$213K - $224K
|
12.4K
$228K
|
|
|
Jul 17, 2024
Q2 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$211K - $221K
|
12.2K
$225K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
11.6KNew |
$200K - $209K
|
11.6K
$213K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.5KNew |
$198K - $208K
|
11.5K
$212K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
11.5K+ 7.57% |
$198K - $207K
|
163K
$3M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
11.3KNew |
$195K - $204K
|
11.3K
$208K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
10.7K+ 82.98% |
$184K - $193K
|
23.6K
$433K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
10.7KNew |
$184K - $192K
|
10.7K
$196K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
10.5KNew |
$180K - $189K
|
10.5K
$193K
|
|
|
Aug 07, 2024
Q2 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10.3K+ 137.07% |
$177K - $185K
|
17.8K
$327K
|
|
|
Jul 18, 2024
Q2 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 9.45% |
$177K - $185K
|
119K
$2.18M
|
|
|
Aug 02, 2024
Q2 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
10.2K+ 22.89% |
$176K - $184K
|
54.9K
$1.01M
|
|
|
Jul 12, 2024
Q2 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
10.2K+ 91.82% |
$175K - $183K
|
21.2K
$390K
|
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.98K+ 10.52% |
$172K - $180K
|
105K
$1.93M
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9.97K+ 12.18% |
$172K - $180K
|
91.8K
$1.69M
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
9.1K+ 12.37% |
$157K - $164K
|
82.7K
$1.52M
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.02K+ 93.32% |
$155K - $163K
|
18.7K
$344K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
8.91K+ 23.22% |
$153K - $161K
|
47.3K
$870K
|