Purchases and Sales Made in Q4 2024 in Global X Fdsnasdaq 100 Covered (QYLD)
This table provides information about the institutional ownership of Global X Fdsnasdaq 100 Covered (QYLD) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
430KNew |
$7.7M - $8.08M
|
430K
$7.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
171K+ 20.02% |
$3.07M - $3.22M
|
1.03M
$19M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
67.4KNew |
$1.21M - $1.27M
|
67.4K
$1.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
47.6K+ 9.15% |
$854K - $895K
|
568K
$10.5M
|
|
|
Jan 15, 2025
Q4 2024
|
Mission Hills Financial Advisory, LLC
San Diego, CA |
BUY
|
- |
45K+ 13.92% |
$807K - $846K
|
368K
$6.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
41.2KNew |
$738K - $774K
|
41.2K
$763K
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
40.7KNew |
$730K - $766K
|
40.7K
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
39K+ 16.04% |
$700K - $734K
|
282K
$5.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
31.8K+ 16.46% |
$570K - $598K
|
225K
$4.17M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
30.6K+ 107.9% |
$548K - $575K
|
58.9K
$1.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
24.5K+ 111.17% |
$440K - $461K
|
46.6K
$864K
|
|
|
Jan 14, 2025
Q4 2024
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
23.4K+ 21.38% |
$420K - $441K
|
133K
$2.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19.7K+ 60.35% |
$353K - $370K
|
52.3K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.6K+ 98.13% |
$281K - $294K
|
31.6K
$586K
|
|
|
Jan 15, 2025
Q4 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
13.9K+ 97.75% |
$248K - $260K
|
28K
$519K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
13KNew |
$234K - $245K
|
13K
$241K
|
|
|
Jan 23, 2025
Q4 2024
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
12.2K+ 12.47% |
$219K - $229K
|
110K
$2.04M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
11.6KNew |
$208K - $219K
|
11.6K
$216K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
11.1KNew |
$199K - $209K
|
11.1K
$206K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
BUY
|
- |
10.6K+ 25.25% |
$190K - $199K
|
52.6K
$975K
|
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
10.3KNew |
$185K - $194K
|
10.3K
$191K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
8.98K+ 27.54% |
$161K - $169K
|
41.6K
$771K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8.97K+ 21.02% |
$161K - $169K
|
51.6K
$958K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
7.65K+ 11.46% |
$137K - $144K
|
74.4K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
6.56K+ 15.09% |
$118K - $123K
|
50.1K
$928K
|
|
|
Jan 13, 2025
Q4 2024
|
Tlwm
San Antonio, TX |
BUY
|
- |
5.31K+ 22.95% |
$95.1K - $99.7K
|
28.4K
$527K
|
|
|
Jan 17, 2025
Q4 2024
|
Endeavor Private Wealth, Inc.
Topeka, KS |
BUY
|
- |
4.59KNew |
$82.3K - $86.3K
|
4.59K
$85.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
3.66K+ 14.27% |
$65.6K - $68.8K
|
29.3K
$543K
|
|
|
Jan 14, 2025
Q4 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
2.85K+ 5.29% |
$51.1K - $53.6K
|
56.8K
$1.05M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.27K+ 141.83% |
$40.6K - $42.6K
|
3.86K
$71.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
2.03K+ 21.09% |
$36.3K - $38.1K
|
11.6K
$216K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
1.4K+ 10.25% |
$25.1K - $26.3K
|
15.1K
$279K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.38K+ 2.59% |
$24.8K - $26K
|
54.7K
$1.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
BUY
|
- |
1.36K+ 4.08% |
$24.3K - $25.5K
|
34.6K
$642K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
781+ 0.46% |
$14K - $14.7K
|
170K
$3.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
723+ 4.06% |
$13K - $13.6K
|
18.5K
$343K
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
676New |
$12.1K - $12.7K
|
676
$12.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
BUY
|
- |
625+ 0.88% |
$11.2K - $11.8K
|
71.7K
$1.33M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
500New |
$8.97K - $9.4K
|
500
$9.27K
|
|
|
Jan 14, 2025
Q4 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
387+ 12.11% |
$6.94K - $7.28K
|
3.58K
$66.4K
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
220+ 0.98% |
$3.94K - $4.14K
|
22.6K
$420K
|
|
|
Jan 16, 2025
Q4 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
219+ 3.39% |
$3.93K - $4.12K
|
6.67K
$124K
|
|
|
Jan 23, 2025
Q4 2024
|
Ferguson Shapiro LLC
|
BUY
|
- |
219+ 2.01% |
$3.93K - $4.12K
|
11.1K
$206K
|
|
|
Jan 22, 2025
Q4 2024
|
Asset Dedication, LLC
|
BUY
|
- |
200New |
$3.59K - $3.76K
|
200
$3.71K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
90New |
$1.61K - $1.69K
|
90
$1.67K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
37+ 0.09% |
$663 - $696
|
39.5K
$733K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 2.05% |
$484 - $508
|
1.34K
$24.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
8+ 0.06% |
$143 - $150
|
14.2K
$263K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
7+ 1.94% |
$126 - $132
|
368
$6.82K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7- 0.04% |
$126 - $132
|
18.1K
$336K
|