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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-3.56K- 12.16% |
$53.4K - $59.8K
|
25.8K
$442K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-3.59K- 10.07% |
$53.7K - $60.3K
|
32K
$551K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-3.61K- 7.28% |
$54.1K - $60.7K
|
46K
$790K
|
|
|
Jul 14, 2025
Q2 2025
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
SELL
|
- |
-3.69K- 8.77% |
$55.2K - $61.9K
|
38.3K
$659K
|
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-3.71K- 10.82% |
$55.5K - $62.2K
|
30.6K
$525K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-4.12K- 7.81% |
$61.6K - $69.1K
|
48.6K
$835K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-4.16K- 18.07% |
$62.2K - $69.8K
|
18.8K
$324K
|
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-4.22K- 19.42% |
$63.1K - $70.8K
|
17.5K
$300K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.29K- 4.33% |
$64.3K - $72.1K
|
94.9K
$1.63M
|
|
|
Aug 14, 2025
Q2 2025
|
Money Concepts Capital Corp
|
SELL
|
- |
-4.35K- 14.43% |
$65.2K - $73.1K
|
25.8K
$444K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.56K- 2.39% |
$68.2K - $76.5K
|
186K
$3.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.6K- 19.55% |
$68.8K - $77.2K
|
18.9K
$325K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-4.72K- 11.25% |
$70.6K - $79.2K
|
37.2K
$639K
|
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-4.74K- 10.22% |
$71K - $79.7K
|
41.7K
$716K
|
|
|
Aug 13, 2025
Q2 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
SELL
|
- |
-4.87K- 3.69% |
$73K - $81.8K
|
127K
$2.18M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-4.92K- 11.96% |
$73.7K - $82.6K
|
36.2K
$622K
|
|
|
Jul 14, 2025
Q2 2025
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-5.27K- 18.2% |
$78.9K - $88.5K
|
23.7K
$407K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-5.68K- 14.16% |
$85K - $95.3K
|
34.4K
$591K
|
|
|
Jul 24, 2025
Q2 2025
|
Comprehensive Money Management Services LLC
Coral Gables, FL |
SELL
|
- |
-5.71K- 13.74% |
$85.4K - $95.8K
|
35.8K
$615K
|
|
|
Aug 13, 2025
Q2 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-5.94K- 10.39% |
$88.9K - $99.7K
|
51.2K
$880K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-6K- 7.07% |
$89.9K - $101K
|
79K
$1.36M
|
|
|
Jul 18, 2025
Q2 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-6.13K- 4.25% |
$91.8K - $103K
|
138K
$2.38M
|
|
|
Jul 09, 2025
Q2 2025
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-6.77K- 17.79% |
$101K - $114K
|
31.3K
$538K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.16K- 9.9% |
$107K - $120K
|
65.1K
$1.12M
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-7.31K- 3.01% |
$109K - $123K
|
236K
$4.05M
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-7.87K- 7.1% |
$118K - $132K
|
103K
$1.77M
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-7.93K- 33.13% |
$119K - $133K
|
16K
$275K
|
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-7.96K- 42.54% |
$119K - $134K
|
10.8K
$185K
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-8.32K- 10.31% |
$125K - $140K
|
72.4K
$1.24M
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.57K- 31.98% |
$128K - $144K
|
18.2K
$313K
|
|
|
Jul 16, 2025
Q2 2025
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-8.82K- 6.68% |
$132K - $148K
|
123K
$2.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-9.14K- 10.98% |
$137K - $153K
|
74.1K
$1.27M
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-9.37K- 41.75% |
$140K - $157K
|
13.1K
$225K
|
|
|
Aug 11, 2025
Q2 2025
|
United Advisor Group, LLC
Cincinnati, OH |
SELL
|
- |
-9.91K- 36.16% |
$148K - $166K
|
17.5K
$301K
|
|
|
Jul 15, 2025
Q2 2025
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-9.92K- 24.21% |
$148K - $167K
|
31K
$533K
|
|
|
Aug 13, 2025
Q2 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-10.2K- 38.36% |
$152K - $171K
|
16.4K
$281K
|
|
|
Jul 23, 2025
Q2 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-11.1K- 16.5% |
$166K - $186K
|
56K
$962K
|
|
|
Jul 14, 2025
Q2 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-11.7K- 51.04% |
$175K - $196K
|
11.2K
$192K
|
|
|
Sep 09, 2025
Q2 2025
|
Nwf Advisory Services Inc.
Los Angeles, CA |
SELL
|
- |
-12K- 4.34% |
$180K - $202K
|
265K
$4.56M
|
|
|
Aug 08, 2025
Q2 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-13.7K- 10.64% |
$205K - $230K
|
115K
$1.97M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-13.9K- 9.08% |
$208K - $234K
|
139K
$2.39M
|
|
|
Aug 05, 2025
Q2 2025
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-14.7K- 51.59% |
$220K - $246K
|
13.8K
$236K
|
|
|
Aug 08, 2025
Q2 2025
|
Kaizen Financial Strategies
|
SELL
|
- |
-15.6K- 17.39% |
$234K - $262K
|
74.1K
$1.27M
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-17.3K- 4.5% |
$258K - $290K
|
366K
$6.29M
|
|
|
Jul 30, 2025
Q2 2025
|
Patten Group, Inc.
|
SELL
|
- |
-19.3K- 33.39% |
$289K - $325K
|
38.6K
$663K
|
|
|
Jul 21, 2025
Q2 2025
|
Clarity Capital Partners LLC
Newport Beach, CA |
SELL
|
- |
-19.5K- 20.25% |
$292K - $327K
|
76.7K
$1.32M
|
|
|
Jul 23, 2025
Q2 2025
|
Evexia Wealth LLC
Stevens Point, WI |
SELL
|
- |
-21.2K- 55.67% |
$318K - $356K
|
16.9K
$290K
|
|
|
Aug 14, 2025
Q2 2025
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-21.7K- 1.67% |
$325K - $364K
|
1.28M
$22M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-23.2K- 93.35% |
$347K - $389K
|
1.65K
$28.3K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-23.8K- 13.67% |
$356K - $400K
|
150K
$2.58M
|