Beam Wealth Advisors, Inc. Global X Fdsnasdaq 100 Covered Transaction History

Beam Wealth Advisors, Inc.

$289 Million
Q1 2025

A detailed history of Beam Wealth Advisors, Inc. transactions in Global X Fdsnasdaq 100 Covered stock. As of the latest transaction made, Beam Wealth Advisors, Inc. holds 52,217 shares of QYLD stock, worth $874,634. This represents 0.3% of its overall portfolio holdings.

Number of Shares

52,217

Previous 56,736 7.96%

Holding current value

$874,634

Previous $1.03 Million 15.97%

% of portfolio

0.3%

Previous 0.34%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$16.57 - $18.85 $74,879 - $85,183	-4,519 Reduced 7.96%	52,217 $868,000
Q4 2024 Feb 06, 2025	BUY	$17.93 - $18.8 $14,308 - $15,002	798 Added 1.43%	56,736 $1.03 Million
Q3 2024 Nov 04, 2024	SELL	$16.42 - $18.12 $3,431 - $3,787	-209 Reduced 0.37%	55,938 $1.01 Million
Q2 2024 Aug 07, 2024	BUY	$17.22 - $18.04 $61,871 - $64,817	3,593 Added 6.84%	56,147 $992,000
Q1 2024 Apr 30, 2024	SELL	$17.09 - $18.0 $46,006 - $48,456	-2,692 Reduced 4.87%	52,554 $941,000
Q4 2023 Jan 30, 2024	SELL	$16.3 - $17.51 $112,649 - $121,011	-6,911 Reduced 11.12%	55,246 $957,000
Q3 2023 Oct 26, 2023	BUY	$16.58 - $18.05 $16,298 - $17,743	983 Added 1.61%	62,157 $1.04 Million
Q2 2023 Jul 26, 2023	BUY	$16.93 - $17.8 $26,122 - $27,465	1,543 Added 2.59%	61,174 $1.09 Million
Q1 2023 Apr 26, 2023	BUY	$15.76 - $17.15 $33,111 - $36,032	2,101 Added 3.65%	59,631 $1.02 Million
Q4 2022 Jan 20, 2023	BUY	$15.39 - $16.71 $86,445 - $93,860	5,617 Added 10.82%	57,530 $0
Q3 2022 Oct 20, 2022	BUY	$15.66 - $18.51 $139,060 - $164,368	8,880 Added 20.64%	51,913 $813,000
Q2 2022 Aug 01, 2022	BUY	$17.13 - $21.08 $31,484 - $38,745	1,838 Added 4.46%	43,033 $752,000
Q1 2022 Apr 26, 2022	BUY	$19.1 - $22.29 $91,775 - $107,103	4,805 Added 13.2%	41,195 $864,000
Q4 2021 Jan 14, 2022	BUY	$21.71 - $23.05 $45,721 - $48,543	2,106 Added 6.14%	36,390 $807,000
Q3 2021 Oct 14, 2021	SELL	$22.03 - $23.12 $15,509 - $16,276	-704 Reduced 2.01%	34,284 $756,000
Q2 2021 Jul 13, 2021	BUY	$21.37 - $22.84 $46,672 - $49,882	2,184 Added 6.66%	34,988 $785,000
Q1 2021 May 17, 2021	BUY	$21.45 - $23.47 $46,718 - $51,117	2,178 Added 7.11%	32,804 $740,000
Q4 2020 Jan 26, 2021	SELL	$20.69 - $23.02 $37,221 - $41,412	-1,799 Reduced 5.55%	30,626 $698,000
Q3 2020 Oct 07, 2020	SELL	$20.96 - $22.27 $44,162 - $46,922	-2,107 Reduced 6.1%	32,425 $699,000
Q2 2020 Jul 07, 2020	BUY	$18.9 - $21.0 $25,023 - $27,804	1,324 Added 3.99%	34,532 $737,000
Q1 2020 Apr 08, 2020	BUY	$17.99 - $24.15 $83,689 - $112,345	4,652 Added 16.29%	33,208 $640,000
Q4 2019 Feb 14, 2020	BUY	$22.1 - $23.81 $631,087 - $679,918	28,556 New	28,556 $674,000

Others Institutions Holding QYLD

# of Institutions

474

Shares Held

119M

Call Options Held

8.83M

Put Options Held

307K

View Full List

About GLOBAL X FDSNASDAQ 100 COVERED

Ticker QYLD
Sector ETFs
Industry ETFs

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Beam Wealth Advisors, Inc. Global X Fdsnasdaq 100 Covered Transaction History