Aj Wealth Strategies, LLC Global X Fdsnasdaq 100 Covered Transaction History

Aj Wealth Strategies, LLC

$2.07 Billion
Q2 2023

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Oct 27, 2022	SELL	$15.66 - $18.51 $192,586 - $227,635	-12,298 Reduced 30.25%	28,352 $444,000
Q1 2022 May 13, 2022	SELL	$19.1 - $22.29 $4.36 Million - $5.09 Million	-228,403 Reduced 84.89%	40,650 $852,000
Q4 2021 Jan 26, 2022	BUY	$21.71 - $23.05 $2.01 Million - $2.14 Million	92,802 Added 52.65%	269,053 $5.97 Million
Q3 2021 Oct 20, 2021	BUY	$22.03 - $23.12 $2.2 Million - $2.31 Million	99,983 Added 131.09%	176,251 $3.89 Million
Q2 2021 Aug 16, 2021	BUY	$21.37 - $22.84 $646,869 - $691,366	30,270 Added 65.81%	76,268 $1.71 Million
Q1 2021 May 06, 2021	BUY	$21.45 - $23.47 $986,657 - $1.08 Million	45,998 New	45,998 $1.04 Million
Q1 2020 May 15, 2020	SELL	$17.99 - $24.15 $1.2 Million - $1.61 Million	-66,819 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	$22.1 - $23.81 $34,586 - $37,262	1,565 Added 2.4%	66,819 $1.58 Million
Q3 2019 Nov 26, 2019	BUY	$22.4 - $23.01 $1.46 Million - $1.5 Million	65,254 New	65,254 $1.48 Million

Others Institutions Holding QYLD

# of Institutions

418

Shares Held

88.2M

Call Options Held

231K

Put Options Held

352K

Lpl Financial LLC Fort Mill, SC

10.8M
Shares

$198 Million
0.09% of portfolio
Morgan Stanley New York, NY

9.27M
Shares

$170 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

5.11M
Shares

$93.7 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

4.45M
Shares

$81.6 Million
0.02% of portfolio
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0

4.41M
Shares

$80.9 Million
10.17% of portfolio

About GLOBAL X FDSNASDAQ 100 COVERED

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