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Global X Fds nasdaq 100 cover shares owned by Summit Trail Advisors

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

Historical chart of Summit Trail 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 Summit Trail 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 Summit Trail Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $170k 10k 17.01
2023-06-30 $284k 16k 17.75
2023-03-31 $300k 18k 17.15
2022-12-31 $281k 18k 16.07
2022-09-30 $211k 14k 15.63
2021-12-31 $227k 10k 22.70
2021-09-30 $221k 10k 22.10

More positions owned by Summit Trail Advisors

Wisdomtree Tr Floatng Rat Trea (USFR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Broadcom (AVGO)
Ishares Tr 3yrtb Etf (ISHG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amphenol Corp Cl A (APH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Summit Trail Advisors

Top funds holding Global X Fds nasdaq 100 cover

LPL Financial
Wells Fargo & Company
Nissay Asset Management Corp
Advisor Group Holdings
Ameriprise Financial
Raymond James Financial
CWM
UBS Group
Cetera Investment Advisers
Royal Bank of Canada
Brookstone Capital Management
Mirae Asset Global Etfs Holdings
Foguth Wealth Management
Sound Income Strategies
TCG Advisory Services

View all funds holding Global X Fds nasdaq 100 cover