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Global X Fds nasdaq 100 cover shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Global X Fds nasdaq 100 cover (QYLD) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $390k 23k 17.34
2023-09-30 $375k 22k 16.77
2023-06-30 $191k 11k 17.75

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

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