Purchases and Sales Made in Q1 2023 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.74K+ 36.34% |
$122K - $133K
|
29.1K
$529K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.35K+ 14.69% |
$116K - $126K
|
57.4K
$1.05M
|
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
7.2K+ 38.1% |
$113K - $123K
|
26.1K
$475K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
7.14K+ 6.85% |
$113K - $123K
|
111K
$2.03M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
7.03K+ 23.35% |
$111K - $121K
|
37.2K
$677K
|
|
|
May 10, 2023
Q1 2023
|
Montchanin Asset Management, LLC
Montchanin, DE |
BUY
|
- |
6.68K+ 4.86% |
$105K - $114K
|
144K
$2.62M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
6.67K+ 1.66% |
$105K - $114K
|
409K
$7.45M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
5.98K+ 16.64% |
$94.2K - $103K
|
41.9K
$763K
|
|
|
Apr 04, 2023
Q1 2023
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
5.92K+ 49.15% |
$93.3K - $102K
|
18K
$327K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.92K+ 3.55% |
$93.3K - $102K
|
172K
$3.14M
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
5.89KNew |
$92.8K - $101K
|
5.89K
$107K
|
|
|
Apr 28, 2023
Q1 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
5.86K+ 11.66% |
$92.3K - $100K
|
56.1K
$1.02M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
5.82K+ 5.82% |
$91.7K - $99.8K
|
106K
$1.93M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
5.79K+ 9.72% |
$91.3K - $99.3K
|
65.4K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
5.01K+ 3.96% |
$79K - $86K
|
132K
$2.4M
|
|
|
Apr 25, 2023
Q1 2023
|
Qp Wealth Management, LLC
|
BUY
|
- |
4.98K+ 33.0% |
$78.4K - $85.3K
|
20K
$365K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.95K+ 7.31% |
$78K - $84.9K
|
72.7K
$1.32M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
4.89K+ 44.68% |
$77K - $83.8K
|
15.8K
$288K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4.83K+ 21.21% |
$76.1K - $82.8K
|
27.6K
$503K
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
4.61K+ 0.59% |
$72.7K - $79.1K
|
789K
$14.4M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.5KNew |
$71K - $77.2K
|
4.5K
$82K
|
|
|
May 15, 2023
Q1 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
4.42KNew |
$69.6K - $75.7K
|
4.42K
$80.4K
|
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.25K+ 36.7% |
$66.9K - $72.8K
|
15.8K
$288K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
3.75K+ 11.31% |
$59.2K - $64.4K
|
36.9K
$673K
|
|
|
Apr 13, 2023
Q1 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
3.71KNew |
$58.5K - $63.6K
|
3.71K
$67.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.64K+ 4.26% |
$57.4K - $62.4K
|
89.1K
$1.62M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3.61K+ 4.49% |
$56.9K - $62K
|
84.1K
$1.53M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
3.56K+ 6.81% |
$56.1K - $61.1K
|
55.8K
$1.02M
|
|
|
May 08, 2023
Q1 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
3.51K+ 8.19% |
$55.3K - $60.2K
|
46.3K
$844K
|
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
3.24K+ 14.67% |
$51K - $55.5K
|
25.3K
$461K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
3KNew |
$47.3K - $51.4K
|
3K
$54.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
2.55K+ 9.3% |
$40.2K - $43.8K
|
30K
$546K
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
2.52K+ 13.36% |
$39.6K - $43.1K
|
21.3K
$389K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
2.51K+ 1.97% |
$39.6K - $43.1K
|
130K
$2.37M
|
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
2.42K+ 8.91% |
$38.2K - $41.5K
|
29.6K
$539K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.32K+ 13.5% |
$36.6K - $39.8K
|
19.5K
$355K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
2.19K+ 3.81% |
$34.5K - $37.6K
|
59.7K
$1.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.18K+ 1.96% |
$34.4K - $37.4K
|
114K
$2.07M
|
|
|
May 15, 2023
Q1 2023
|
Highlander Capital Management, LLC
Short Hills, NJ |
BUY
|
- |
2.15K+ 430.0% |
$33.9K - $36.9K
|
2.65K
$48.3K
|
|
|
May 10, 2023
Q1 2023
|
Redwood Financial Network Corp
|
BUY
|
- |
2.14K+ 1.19% |
$33.8K - $36.7K
|
183K
$3.33M
|
|
|
May 12, 2023
Q1 2023
|
Milestone Advisory Partners
|
BUY
|
- |
2.14K+ 4.31% |
$33.7K - $36.7K
|
51.9K
$944K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
2.1K+ 3.65% |
$33.1K - $36K
|
59.6K
$1.09M
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.06K+ 16.69% |
$32.5K - $35.4K
|
14.4K
$263K
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
BUY
|
- |
1.69K+ 2.41% |
$26.7K - $29.1K
|
71.9K
$1.31M
|
|
|
May 12, 2023
Q1 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
1.56K+ 4.35% |
$24.5K - $26.7K
|
37.3K
$680K
|
|
|
May 12, 2023
Q1 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
1.5KNew |
$23.6K - $25.7K
|
1.5K
$27.3K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1.42KNew |
$22.3K - $24.3K
|
1.42K
$25.8K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.42K+ 2.96% |
$22.3K - $24.3K
|
49.3K
$898K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.38K+ 4.53% |
$21.8K - $23.7K
|
31.9K
$580K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.35KNew |
$21.3K - $23.2K
|
1.35K
$24.7K
|