Bruderman Asset Management, LLC Global X Fdsnasdaq 100 Covered Transaction History

Bruderman Asset Management, LLC

$55.7 Million
Q2 2022

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$21.71 - $23.05 $641,443 - $681,035	-29,546 Closed	0 $0
Q3 2021 Oct 13, 2021	BUY	$22.03 - $23.12 $650,898 - $683,103	29,546 New	29,546 $652,000
Q2 2021 Jul 14, 2021	SELL	$21.37 - $22.84 $552,777 - $590,802	-25,867 Closed	0 $0
Q1 2021 Apr 23, 2021	BUY	$21.45 - $23.47 $105,769 - $115,730	4,931 Added 23.55%	25,867 $584,000
Q4 2020 Jan 29, 2021	BUY	$20.69 - $23.02 $71,628 - $79,695	3,462 Added 19.81%	20,936 $477,000
Q3 2020 Oct 14, 2020	SELL	$20.96 - $22.27 $27,730 - $29,463	-1,323 Reduced 7.04%	17,474 $377,000
Q2 2020 Aug 06, 2020	BUY	$18.9 - $21.0 $5,688 - $6,321	301 Added 1.63%	18,797 $398,000
Q1 2020 Apr 28, 2020	BUY	$17.99 - $24.15 $332,743 - $446,678	18,496 New	18,496 $350,000

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

Ticker QYLD
Sector ETFs
Industry ETFs

More about QYLD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bruderman Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bruderman Asset Management, LLC with notifications on news.