Beam Wealth Advisors
DJIA icon

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
Q3 		– Sell
-10,432
Closed -$231K – 119
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

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 22.25% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $6.75B AUM 16.25% 1-Year Est. Return

Beam Wealth Advisors's DJIA Position: Q3 2026 in Review

Beam Wealth Advisors sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q3 2026, closing a stake of 10,432 shares — an estimated $231K sold.

Beam Wealth Advisors first reported a position in DJIA in Q3 2022 and held it in 16 quarters. The position peaked at $358K in Q1 2023. 30 funds tracked by Wall St. Rank hold DJIA as of Q3 2026.

  • Beam Wealth Advisors reported no remaining Global X Dow 30 Covered Call ETF position as of Q3 2026 after selling out during the quarter.
  • Beam Wealth Advisors sold 10,432 Global X Dow 30 Covered Call ETF shares in Q3 2026, an estimated $231K.
  • Beam Wealth Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q3 2022 and held it in 16 quarters.
  • Beam Wealth Advisors's Global X Dow 30 Covered Call ETF position peaked at $358K in Q1 2023.
  • 30 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.