CIA
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Cape Investment Advisory’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Cape Investment Advisory’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 		$63.8K Buy
+2,880
New +$62.4K 0.02% 433

Other funds holding DJIA

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 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
SA
Sonoma Allocations Santa Rosa, California $322M AUM 23.6% 1-Year Est. Return
VAS
Valicenti Advisory Services Elmira, New York $530M AUM 46.5% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return

Cape Investment Advisory's DJIA Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Global X Dow 30 Covered Call ETF (DJIA) in Q2 2026: 2,880 shares worth $63.8K. The stake represents 0.02% of the portfolio and ranks #433 among its holdings.

14 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • Cape Investment Advisory held 2,880 shares of Global X Dow 30 Covered Call ETF worth $63.8K as of Q2 2026.
  • Global X Dow 30 Covered Call ETF was a new Cape Investment Advisory position in Q2 2026.
  • Global X Dow 30 Covered Call ETF made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #433 holding.
  • 14 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.