Purchases and Sales Made in Q3 2025 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
1.75M+ 15.21% |
$28.8M - $30M
|
13.3M
$228M
|
|
|
Oct 22, 2025
Q3 2025
|
Aps Management Group, Inc.
Torrance, CA |
BUY
|
- |
97.9KNew |
$1.61M - $1.67M
|
97.9K
$1.68M
|
|
|
Oct 17, 2025
Q3 2025
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
68.7KNew |
$1.13M - $1.17M
|
68.7K
$1.18M
|
|
|
Oct 21, 2025
Q3 2025
|
Sims Investment Management, LLC
Cincinnati, OH |
BUY
|
- |
61.7K+ 5.99% |
$1.01M - $1.05M
|
1.09M
$18.7M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
BUY
|
- |
58.7KNew |
$966K - $1M
|
58.7K
$1.01M
|
|
|
Oct 10, 2025
Q3 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
35.9K+ 3.05% |
$591K - $614K
|
1.21M
$20.9M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
32.3K+ 44.2% |
$532K - $552K
|
105K
$1.81M
|
|
|
Oct 21, 2025
Q3 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
30K+ 71.29% |
$494K - $513K
|
72.1K
$1.24M
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
25.3K+ 61.86% |
$416K - $433K
|
66.2K
$1.14M
|
|
|
Oct 24, 2025
Q3 2025
|
Vicus Capital
State College, PA |
BUY
|
- |
18.2K+ 20.22% |
$299K - $311K
|
108K
$1.86M
|
|
|
Oct 24, 2025
Q3 2025
|
Trilogy Capital Inc.
|
BUY
|
- |
18K+ 88.32% |
$296K - $307K
|
38.3K
$658K
|
|
|
Oct 17, 2025
Q3 2025
|
Kw Wealth Management LLC
Sacramento, CA |
BUY
|
- |
17.3KNew |
$285K - $296K
|
17.3K
$298K
|
|
|
Oct 09, 2025
Q3 2025
|
Meadowbrook Wealth Management, LLC
Garden City, NY |
BUY
|
- |
16.9KNew |
$277K - $288K
|
16.9K
$289K
|
|
|
Oct 14, 2025
Q3 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
15.6KNew |
$257K - $267K
|
15.6K
$268K
|
|
|
Oct 27, 2025
Q3 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
15KNew |
$247K - $256K
|
15K
$257K
|
|
|
Oct 07, 2025
Q3 2025
|
Ignite Planners, LLC
|
BUY
|
- |
13.8KNew |
$228K - $237K
|
13.8K
$238K
|
|
|
Oct 22, 2025
Q3 2025
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
13.7K+ 8.16% |
$225K - $234K
|
182K
$3.12M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.6K+ 26.01% |
$208K - $216K
|
61.2K
$1.05M
|
|
|
Oct 24, 2025
Q3 2025
|
Columbia Advisory Partners LLC
|
BUY
|
- |
11.2KNew |
$184K - $191K
|
11.2K
$192K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
11.2KNew |
$184K - $191K
|
11.2K
$192K
|
|
|
Oct 21, 2025
Q3 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10.2KNew |
$167K - $174K
|
10.2K
$174K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
9.32KNew |
$153K - $159K
|
9.32K
$160K
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
6.54K+ 2.47% |
$108K - $112K
|
271K
$4.66M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
4.98K+ 1.52% |
$81.9K - $85.1K
|
332K
$5.7M
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
4.33K+ 4.2% |
$71.3K - $74.1K
|
108K
$1.85M
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.74K+ 53.93% |
$61.6K - $64K
|
10.7K
$183K
|
|
|
Oct 10, 2025
Q3 2025
|
Tlwm
San Antonio, TX |
BUY
|
- |
3.55K+ 9.55% |
$58.4K - $60.7K
|
40.7K
$700K
|
|
|
Oct 23, 2025
Q3 2025
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
3.41K+ 4.49% |
$56.2K - $58.4K
|
79.4K
$1.36M
|
|
|
Oct 14, 2025
Q3 2025
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
2.77K+ 21.4% |
$45.5K - $47.3K
|
15.7K
$270K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.46K+ 7.01% |
$40.5K - $42.1K
|
37.5K
$645K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.36K+ 15.73% |
$38.8K - $40.3K
|
17.4K
$298K
|
|
|
Oct 20, 2025
Q3 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
2.36K+ 10.94% |
$38.8K - $40.3K
|
23.9K
$411K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.88K+ 3.09% |
$31K - $32.2K
|
62.8K
$1.08M
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.75K+ 24.73% |
$28.7K - $29.9K
|
8.81K
$151K
|
|
|
Oct 24, 2025
Q3 2025
|
Bayforest Capital LTD
London, X0 |
BUY
|
- |
1.65K+ 192.09% |
$27.2K - $28.2K
|
2.51K
$43.2K
|
|
|
Oct 17, 2025
Q3 2025
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
1.57K+ 4.86% |
$25.8K - $26.8K
|
33.8K
$581K
|
|
|
Oct 24, 2025
Q3 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.46K+ 5.28% |
$23.9K - $24.9K
|
29K
$498K
|
|
|
Oct 17, 2025
Q3 2025
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
884+ 6.27% |
$14.6K - $15.1K
|
15K
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
833+ 3.23% |
$13.7K - $14.2K
|
26.6K
$457K
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
BUY
|
- |
800New |
$13.2K - $13.7K
|
800
$13.7K
|
|
|
Oct 22, 2025
Q3 2025
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
605+ 3.09% |
$9.96K - $10.3K
|
20.2K
$347K
|
|
|
Oct 22, 2025
Q3 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
507+ 7.35% |
$8.35K - $8.67K
|
7.41K
$127K
|
|
|
Oct 17, 2025
Q3 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
401+ 0.35% |
$6.6K - $6.86K
|
115K
$1.97M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
359+ 1.55% |
$5.91K - $6.14K
|
23.5K
$404K
|
|
|
Oct 17, 2025
Q3 2025
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
241+ 1.71% |
$3.97K - $4.12K
|
14.3K
$246K
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
200New |
$3.29K - $3.42K
|
200
$3.44K
|
|
|
Oct 14, 2025
Q3 2025
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
117+ 0.48% |
$1.93K - $2K
|
24.6K
$422K
|
|
|
Oct 14, 2025
Q3 2025
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
67+ 0.5% |
$1.1K - $1.15K
|
13.5K
$232K
|
|
|
Oct 08, 2025
Q3 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
21+ 0.52% |
$346 - $359
|
4.08K
$70.2K
|
|
|
Oct 15, 2025
Q3 2025
|
Financial Management Professionals, Inc.
|
BUY
|
- |
13+ 1.92% |
$214 - $222
|
691
$11.9K
|