Activest Wealth Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Activest Wealth Management’s Portfolio DJIA Stock Details DJIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-531	Closed	-$11.6K	–	1180
2025 Q3	$11.6K	Buy	531 +11	+2%	+$239	﹤0.01%	473
2025 Q2	$11.3K	Buy	520 +11	+2%	+$234	﹤0.01%	408
2025 Q1	$11.2K	Buy	+509	New	+$11.5K	﹤0.01%	377

Other funds holding DJIA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Activest Wealth Management's DJIA Position: Q4 2025 in Review

Activest Wealth Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2025, closing a stake of 531 shares — an estimated $11.6K sold.

Activest Wealth Management first reported a position in DJIA in Q1 2025 and held it in 3 quarters. The position peaked at $11.6K in Q3 2025. 49 funds tracked by Wall St. Rank hold DJIA as of Q4 2025.

Activest Wealth Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
Activest Wealth Management sold 531 Global X Dow 30 Covered Call ETF shares in Q4 2025, an estimated $11.6K.
Activest Wealth Management first reported a position in Global X Dow 30 Covered Call ETF in Q1 2025 and held it in 3 quarters.
Activest Wealth Management's Global X Dow 30 Covered Call ETF position peaked at $11.6K in Q3 2025.
49 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2025.

Based on Activest Wealth Management's 13F filing for Q4 2025, filed 30 Jan 2026.