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Global X Fds nasdaq 100 cover shares owned by ORBA Wealth Advisors

Quarter-by-quarter ownership of Global X Fds nasdaq 100 cover (QYLD) shares owned by ORBA Wealth Advisors from 13F filings

Historical chart of ORBA Wealth Advisors 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 ORBA Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Global X Fds nasdaq 100 cover by ORBA Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $592k 33k 17.91
2023-12-31 $670k 39k 17.34

More positions owned by ORBA Wealth Advisors

First Tr Exchange-traded First Tr Enh New (FTSM)
Apple (AAPL)
Ssga Active Etf Tr Ult Sht Trm Bd (ULST)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Microsoft Corporation (MSFT)
Abbvie (ABBV)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
First Tr Exchange-traded Risng Divd Achiv (RDVY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange-traded Cap Strength Etf (FTCS)
American Centy Etf Tr Intl Eqt Etf (AVDE)

View all positions for ORBA Wealth Advisors

Top funds holding Global X Fds nasdaq 100 cover

Bank of America Corporation
Wells Fargo & Company
CWM
Raymond James Financial Services Advisors
UBS Group
Royal Bank of Canada
Centaurus Financial
Advisor Group Holdings
Mirae Asset Global Investments
Raymond James & Associates
Cambridge Investment Research Advisors
Brookstone Capital Management
Wealth Enhancement Advisory Services
Principal Securities
Janney Montgomery Scott

View all funds holding Global X Fds nasdaq 100 cover