Purchases and Sales Made in Q4 2022 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
16.8K+ 6.2% |
$259K - $281K
|
288K
$5.33M
|
|
|
Feb 16, 2023
Q4 2022
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
16.6KNew |
$255K - $277K
|
16.6K
$306K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
16.2K+ 37.52% |
$250K - $271K
|
59.5K
$1.1M
|
|
|
Feb 02, 2023
Q4 2022
|
Simplex Trading, LLC
|
BUY
|
- |
15.8KNew |
$243K - $263K
|
15.8K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14.5KNew |
$223K - $242K
|
14.5K
$268K
|
|
|
Jan 27, 2023
Q4 2022
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
14.4K+ 16.43% |
$222K - $241K
|
102K
$1.89M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
14.3K+ 12.02% |
$221K - $239K
|
134K
$2.47M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
14.2K+ 71.96% |
$219K - $238K
|
34K
$628K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
13.8KNew |
$212K - $231K
|
13.8K
$255K
|
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
13.8KNew |
$212K - $230K
|
13.8K
$254K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
13.5K+ 11.96% |
$208K - $226K
|
127K
$2.34M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
13.1KNew |
$201K - $218K
|
13.1K
$241K
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
13KNew |
$200K - $217K
|
13K
$240K
|
|
|
Feb 02, 2023
Q4 2022
|
Dfpg Investments, LLC
|
BUY
|
- |
12.5KNew |
$192K - $209K
|
12.5K
$231K
|
|
|
Jan 30, 2023
Q4 2022
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
BUY
|
- |
12KNew |
$184K - $200K
|
12K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
11.4KNew |
$175K - $190K
|
11.4K
$211K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
11.2K+ 23.12% |
$172K - $187K
|
59.6K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
10.9KNew |
$168K - $183K
|
10.9K
$202K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
10.2K+ 100.7% |
$157K - $170K
|
20.3K
$376K
|
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.88K+ 23.3% |
$152K - $165K
|
52.3K
$966K
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.36K+ 21.39% |
$144K - $156K
|
53.1K
$981K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
8.34K+ 19.88% |
$128K - $139K
|
50.3K
$928K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
7.68K+ 56.38% |
$118K - $128K
|
21.3K
$394K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
BUY
|
- |
7.49K+ 2.6% |
$115K - $125K
|
295K
$5.45M
|
|
|
Feb 14, 2023
Q4 2022
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
7.28K+ 26.9% |
$112K - $122K
|
34.4K
$634K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
6.92K+ 7.11% |
$107K - $116K
|
104K
$1.92M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
6.35K+ 3.64% |
$97.7K - $106K
|
181K
$3.34M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
6.22K+ 5.91% |
$95.7K - $104K
|
112K
$2.06M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6.22K+ 621.5% |
$95.6K - $104K
|
7.22K
$133K
|
|
|
Jan 20, 2023
Q4 2022
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
5.62K+ 10.82% |
$86.4K - $93.9K
|
57.5K
$1.06M
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
5.57K+ 22.68% |
$85.7K - $93.1K
|
30.1K
$556K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
5.3KNew |
$81.5K - $88.5K
|
5.3K
$97.8K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
5.17KNew |
$79.5K - $86.3K
|
5.17K
$95.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
5.13K+ 37.62% |
$79K - $85.7K
|
18.8K
$347K
|
|
|
Feb 13, 2023
Q4 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
4.93K+ 13.24% |
$75.8K - $82.3K
|
42.1K
$778K
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
4.6K+ 2.39% |
$70.8K - $76.9K
|
197K
$3.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Horan Securities, Inc.
|
BUY
|
- |
4.34KNew |
$66.7K - $72.5K
|
4.34K
$80.1K
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4K+ 29.63% |
$61.6K - $66.8K
|
17.5K
$323K
|
|
|
Jan 11, 2023
Q4 2022
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
3.76K+ 15.53% |
$57.9K - $62.9K
|
28K
$517K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
3.65K+ 27.0% |
$56.2K - $61.1K
|
17.2K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
3.5K+ 22.69% |
$53.9K - $58.5K
|
18.9K
$350K
|
|
|
Jan 23, 2023
Q4 2022
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
3.25K+ 6.41% |
$50K - $54.3K
|
54K
$997K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
3.2KNew |
$49.2K - $53.5K
|
3.2K
$59.1K
|
|
|
Jan 17, 2023
Q4 2022
|
Qp Wealth Management, LLC
|
BUY
|
- |
2.83K+ 23.15% |
$43.6K - $47.4K
|
15.1K
$278K
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
2.74K+ 109.72% |
$42.2K - $45.8K
|
5.24K
$96.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
2.64K+ 4.18% |
$40.6K - $44K
|
65.6K
$1.21M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
2.23KNew |
$34.3K - $37.2K
|
2.23K
$41.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2.2KNew |
$33.9K - $36.8K
|
2.2K
$40.6K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
2.09KNew |
$32.2K - $35K
|
2.09K
$38.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
1.99K+ 4.6% |
$30.6K - $33.2K
|
45.2K
$835K
|