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

AE 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
2026 Q1	–	Sell	-460	Closed	-$10.1K	–	2615
2025 Q4	$10.1K	Hold	460	–	–	﹤0.01%	2140
2025 Q3	$10.1K	Sell	460 -20	-4%	-$434	﹤0.01%	1999
2025 Q2	$10.4K	Buy	480 +20	+4%	+$426	﹤0.01%	1869
2025 Q1	$10.2K	Hold	460	–	–	﹤0.01%	1853
2024 Q4	$10.3K	Buy	+460	New	+$10.7K	﹤0.01%	1838
2023 Q4	–	Sell	-19,333	Closed	-$413K	–	2078
2023 Q3	$413K	Buy	19,333 +343	+2%	+$7.56K	﹤0.01%	1478
2023 Q2	$420K	Buy	+18,990	New	+$414K	﹤0.01%	1472

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

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

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

NAS

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

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

MCM

Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

AE Wealth Management's DJIA Position: Q1 2026 in Review

AE Wealth Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2026, closing a stake of 460 shares — an estimated $10.1K sold.

AE Wealth Management first reported a position in DJIA in Q2 2023 and held it in 7 quarters. The position peaked at $420K in Q2 2023. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

AE Wealth Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
AE Wealth Management sold 460 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $10.1K.
AE Wealth Management first reported a position in Global X Dow 30 Covered Call ETF in Q2 2023 and held it in 7 quarters.
AE Wealth Management's Global X Dow 30 Covered Call ETF position peaked at $420K in Q2 2023.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.