Purchases and Sales Made in Q2 2025 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
2+ 3.64% |
$29.9 - $33.6
|
57
$979
|
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-15- 0.09% |
$225 - $252
|
16.6K
$286K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-28- 2.37% |
$419 - $470
|
1.15K
$19.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Crewe Advisors LLC
|
SELL
|
- |
-47- 23.38% |
$704 - $789
|
154
$2.65K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-82- 29.08% |
$1.23K - $1.38K
|
200
$3.44K
|
|
|
Jul 18, 2025
Q2 2025
|
Trilogy Capital Inc.
|
SELL
|
- |
-99- 0.48% |
$1.48K - $1.66K
|
20.4K
$350K
|
|
|
Aug 01, 2025
Q2 2025
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-100- 0.48% |
$1.5K - $1.68K
|
20.6K
$353K
|
|
|
Aug 04, 2025
Q2 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-100- 0.31% |
$1.5K - $1.68K
|
31.9K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-109- 0.74% |
$1.63K - $1.83K
|
14.5K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Helium Advisors LLC
Everett, WA |
SELL
|
- |
-155- 1.05% |
$2.32K - $2.6K
|
14.6K
$250K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-174- 1.0% |
$2.6K - $2.92K
|
17.3K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-205- 1.96% |
$3.07K - $3.44K
|
10.3K
$176K
|
|
|
Aug 14, 2025
Q2 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-220- 3.69% |
$3.29K - $3.69K
|
5.74K
$98.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-225- 1.57% |
$3.37K - $3.78K
|
14.1K
$242K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-301- 4.09% |
$4.51K - $5.05K
|
7.06K
$121K
|
|
|
Aug 14, 2025
Q2 2025
|
Darwin Advisors, LLC
|
SELL
|
- |
-375- 9.6% |
$5.61K - $6.3K
|
3.53K
$60.7K
|
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-387- 0.92% |
$5.79K - $6.5K
|
41.9K
$720K
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-462- 2.22% |
$6.92K - $7.76K
|
20.3K
$349K
|
|
|
Aug 14, 2025
Q2 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-525- 1.72% |
$7.86K - $8.81K
|
30K
$515K
|
|
|
Aug 19, 2025
Q2 2025
|
Asset Dedication, LLC
|
SELL
|
- |
-600- 75.0% |
$8.98K - $10.1K
|
200
$3.44K
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-729- 51.81% |
$10.9K - $12.2K
|
678
$11.6K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-750- 50.0% |
$11.2K - $12.6K
|
750
$12.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-876- 3.9% |
$13.1K - $14.7K
|
21.6K
$370K
|
|
|
Jul 11, 2025
Q2 2025
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-967- 3.64% |
$14.5K - $16.2K
|
25.6K
$440K
|
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-976- 2.24% |
$14.6K - $16.4K
|
42.5K
$731K
|
|
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.07K- 3.25% |
$16K - $17.9K
|
31.7K
$545K
|
|
|
Aug 11, 2025
Q2 2025
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-1.1K- 7.69% |
$16.4K - $18.4K
|
13.2K
$226K
|
|
|
Jul 21, 2025
Q2 2025
|
Accel Wealth Management
|
SELL
|
- |
-1.13K- 0.71% |
$17K - $19K
|
157K
$2.71M
|
|
|
Aug 05, 2025
Q2 2025
|
Mma Asset Management LLC
New York, NY |
SELL
|
- |
-1.13K- 8.46% |
$17K - $19K
|
12.3K
$211K
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-1.14K- 6.72% |
$17.1K - $19.1K
|
15.8K
$272K
|
|
|
Aug 13, 2025
Q2 2025
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-1.17K- 4.98% |
$17.5K - $19.6K
|
22.3K
$383K
|
|
|
Aug 14, 2025
Q2 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-1.22K- 2.66% |
$18.2K - $20.4K
|
44.5K
$765K
|
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-1.4K- 4.5% |
$21K - $23.5K
|
29.7K
$511K
|
|
|
Jul 15, 2025
Q2 2025
|
Wealth Effects LLC
|
SELL
|
- |
-1.42K- 2.12% |
$21.3K - $23.9K
|
65.8K
$1.13M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-1.56K- 0.64% |
$23.3K - $26.1K
|
240K
$4.13M
|
|
|
Aug 08, 2025
Q2 2025
|
Prospect Financial Services LLC
Melville, NY |
SELL
|
- |
-1.65K- 8.06% |
$24.7K - $27.8K
|
18.9K
$324K
|
|
|
Jul 28, 2025
Q2 2025
|
Smart Portfolios, LLC
Seattle, WA |
SELL
|
- |
-1.69K- 2.32% |
$25.4K - $28.4K
|
71.2K
$1.22M
|
|
|
Aug 14, 2025
Q2 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-2.02K- 2.38% |
$30.3K - $34K
|
83.1K
$1.43M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-2.21K- 6.94% |
$33.1K - $37.1K
|
29.6K
$509K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-2.22K- 9.31% |
$33.2K - $37.2K
|
21.6K
$371K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.41K- 97.57% |
$36K - $40.4K
|
60
$1.03K
|
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-2.45K- 8.59% |
$36.7K - $41.2K
|
26.1K
$448K
|
|
|
Aug 05, 2025
Q2 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
SELL
|
- |
-2.54K- 11.48% |
$38.1K - $42.7K
|
19.6K
$337K
|
|
|
Aug 12, 2025
Q2 2025
|
Garner Asset Management Corp
|
SELL
|
- |
-2.86K- 6.72% |
$42.8K - $48K
|
39.6K
$681K
|
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-2.95K- 1.02% |
$44.2K - $49.6K
|
287K
$4.92M
|
|
|
Aug 14, 2025
Q2 2025
|
Elevatus Welath Management
Victor, NY |
SELL
|
- |
-3.09K- 17.63% |
$46.3K - $51.9K
|
14.4K
$248K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-3.34K- 21.17% |
$50K - $56.1K
|
12.4K
$214K
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-3.48K- 7.52% |
$52.1K - $58.4K
|
42.8K
$736K
|