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Arete Wealth Advisors’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Arete Wealth Advisors’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
Q2 		– Sell
-15,220
Closed -$336K – 740
2025
Q1 		$336K Sell
15,220
-78
-0.5% -$1.76K 0.03% 496
2024
Q4 		$343K Sell
15,298
-1,652
-10% -$38.4K 0.02% 518
2024
Q3 		$390K Sell
16,950
-6,682
-28% -$150K 0.03% 442
2024
Q2 		$523K Sell
23,632
-2,147
-8% -$47.7K 0.04% 378
2024
Q1 		$588K Sell
25,779
-332
-1% -$7.41K 0.05% 277
2023
Q4 		$572K Buy
+26,111
New +$561K 0.04% 370
2023
Q3 		– Sell
-21,963
Closed -$486K – 548
2023
Q2 		$486K Buy
21,963
+4,995
+29% +$109K 0.04% 366
2023
Q1 		$368K Buy
+16,968
New +$372K 0.03% 416

Other funds holding DJIA

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MA
MJP Associates Farmington, Connecticut $824M AUM 14.86% 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
AO
Advisor OS Chicago, Illinois $1.38B AUM 16.6% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return

Arete Wealth Advisors's DJIA Position: Q2 2025 in Review

Arete Wealth Advisors sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q2 2025, closing a stake of 15,220 shares — an estimated $336K sold.

Arete Wealth Advisors first reported a position in DJIA in Q1 2023 and held it in 8 quarters. The position peaked at $588K in Q1 2024. 48 funds tracked by Wall St. Rank hold DJIA as of Q2 2025.

  • Arete Wealth Advisors reported no remaining Global X Dow 30 Covered Call ETF position as of Q2 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 15,220 Global X Dow 30 Covered Call ETF shares in Q2 2025, an estimated $336K.
  • Arete Wealth Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q1 2023 and held it in 8 quarters.
  • Arete Wealth Advisors's Global X Dow 30 Covered Call ETF position peaked at $588K in Q1 2024.
  • 48 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2025.

Based on Arete Wealth Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.