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Advisor OS’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Advisor OS’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
Q3 		– Sell
-57,601
Closed -$1.25M – 489
2025
Q2 		$1.25M Buy
57,601
+31,567
+121% +$673K 0.12% 117
2025
Q1 		$575K Buy
26,034
+13,791
+113% +$312K 0.07% 213
2024
Q4 		$274K Buy
+12,243
New +$285K 0.03% 344

Other funds holding DJIA

LPL Financial
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

Advisor OS's DJIA Position: Q3 2025 in Review

Advisor OS sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q3 2025, closing a stake of 57,601 shares — an estimated $1.25M sold.

Advisor OS first reported a position in DJIA in Q4 2024 and held it in 3 quarters. The position peaked at $1.25M in Q2 2025. 50 funds tracked by Wall St. Rank hold DJIA as of Q3 2025.

  • Advisor OS reported no remaining Global X Dow 30 Covered Call ETF position as of Q3 2025 after selling out during the quarter.
  • Advisor OS sold 57,601 Global X Dow 30 Covered Call ETF shares in Q3 2025, an estimated $1.25M.
  • Advisor OS first reported a position in Global X Dow 30 Covered Call ETF in Q4 2024 and held it in 3 quarters.
  • Advisor OS's Global X Dow 30 Covered Call ETF position peaked at $1.25M in Q2 2025.
  • 50 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2025.

Based on Advisor OS's 13F filing for Q3 2025, filed 12 Nov 2025.