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

Beam 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
2026
Q2 		$231K Sell
10,432
-3,080
-23% -$66.7K 0.05% 114
2026
Q1 		$284K Buy
13,512
+341
+3% +$7.5K 0.07% 104
2025
Q4 		$290K Sell
13,171
-279
-2% -$6.2K 0.08% 103
2025
Q3 		$294K Sell
13,450
-29
-0.2% -$629 0.08% 104
2025
Q2 		$292K Buy
13,479
+44
+0.3% +$938 0.09% 103
2025
Q1 		$297K Buy
13,435
+704
+6% +$15.9K 0.1% 97
2024
Q4 		$285K Buy
12,731
+153
+1% +$3.56K 0.09% 99
2024
Q3 		$290K Sell
12,578
-462
-4% -$10.4K 0.09% 100
2024
Q2 		$288K Buy
13,040
+80
+0.6% +$1.78K 0.1% 100
2024
Q1 		$295K Buy
12,960
+221
+2% +$4.93K 0.18% 87
2023
Q4 		$279K Sell
12,739
-3,086
-20% -$66.3K 0.18% 83
2023
Q3 		$338K Buy
15,825
+181
+1% +$3.99K 0.24% 71
2023
Q2 		$346K Sell
15,644
-838
-5% -$18.3K 0.24% 70
2023
Q1 		$358K Buy
16,482
+1,842
+13% +$40.4K 0.36% 61
2022
Q4 		$316K Sell
14,640
-411
-3% -$8.93K 0.33% 68
2022
Q3 		$306K Buy
+15,051
New +$338K 0.34% 72

Other funds holding DJIA

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Beam Wealth Advisors's DJIA Position: Q2 2026 in Review

Beam Wealth Advisors reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 23% in Q2 2026, selling an estimated $66.7K and leaving 10,432 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #114.

Beam Wealth Advisors first reported a position in DJIA in Q3 2022 and has held it in 16 quarters since. The position peaked at $358K in Q1 2023. 21 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • Beam Wealth Advisors held 10,432 shares of Global X Dow 30 Covered Call ETF worth $231K as of Q2 2026.
  • Beam Wealth Advisors sold 3,080 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $66.7K.
  • Global X Dow 30 Covered Call ETF made up 0.05% of Beam Wealth Advisors's portfolio in Q2 2026, its #114 holding.
  • Beam Wealth Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q3 2022 and has held it in 16 quarters since.
  • Beam Wealth Advisors's Global X Dow 30 Covered Call ETF position peaked at $358K in Q1 2023.
  • 21 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.