AssetMark Inc’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

AssetMark Inc’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
2024 Q2	–	Sell	-1,015	Closed	-$22.4K	–	2133
2024 Q1	$22.4K	Buy	+1,015	New	+$22.7K	﹤0.01%	1272

Other funds holding DJIA

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

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

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

JWCA

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

NAS

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

AssetMark Inc's DJIA Position: Q2 2024 in Review

AssetMark Inc sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q2 2024, closing a stake of 1,015 shares — an estimated $22.4K sold.

AssetMark Inc first reported a position in DJIA in Q1 2024 and held it in 1 quarter. The position peaked at $22.4K in Q1 2024. 36 funds tracked by Wall St. Rank hold DJIA as of Q2 2024.

AssetMark Inc reported no remaining Global X Dow 30 Covered Call ETF position as of Q2 2024 after selling out during the quarter.
AssetMark Inc sold 1,015 Global X Dow 30 Covered Call ETF shares in Q2 2024, an estimated $22.4K.
AssetMark Inc first reported a position in Global X Dow 30 Covered Call ETF in Q1 2024 and held it in 1 quarter.
AssetMark Inc's Global X Dow 30 Covered Call ETF position peaked at $22.4K in Q1 2024.
36 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2024.

Based on AssetMark Inc's 13F filing for Q2 2024, filed 13 Aug 2024.