Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

Global X Fds nasdaq 100 cover shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of Global X Fds nasdaq 100 cover (QYLD) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in Global X Fds nasdaq 100 cover

Tip: Access up to 7 years of quarterly data

All positions including Global X Fds nasdaq 100 cover held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Global X Fds nasdaq 100 cover by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $678k 40k 17.01
2025-06-30 $977k 58k 16.72
2025-03-31 $949k 57k 16.63
2024-12-31 $849k 47k 18.22
2024-09-30 $398k 22k 18.04
2024-06-30 $389k 22k 17.67