Bank of Montreal’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Bank of Montreal’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	$150K	Hold	7,145	–	–	﹤0.01%	3022
2025 Q4	$157K	Hold	7,145	–	–	﹤0.01%	2917
2025 Q3	$156K	Hold	7,145	–	–	﹤0.01%	2852
2025 Q2	$155K	Buy	+7,145	New	+$152K	﹤0.01%	2879

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

Bank of Montreal's DJIA Position: Q1 2026 in Review

Bank of Montreal held its Global X Dow 30 Covered Call ETF (DJIA) position steady in Q1 2026 at 7,145 shares worth $150K. The position accounts for ﹤0.01% of the portfolio, ranked #3022.

Bank of Montreal first reported a position in DJIA in Q2 2025 and has held it in 4 quarters since. The position peaked at $157K in Q4 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

Bank of Montreal held 7,145 shares of Global X Dow 30 Covered Call ETF worth $150K as of Q1 2026.
Bank of Montreal left its Global X Dow 30 Covered Call ETF share count unchanged in Q1 2026.
Global X Dow 30 Covered Call ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3022 holding.
Bank of Montreal first reported a position in Global X Dow 30 Covered Call ETF in Q2 2025 and has held it in 4 quarters since.
Bank of Montreal's Global X Dow 30 Covered Call ETF position peaked at $157K in Q4 2025.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.