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

CreativeOne Wealth’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	$268K	Buy	12,716 +1,102	+9%	+$24.3K	0.01%	1019
2025 Q4	$256K	Sell	11,614 -1,636	-12%	-$36.3K	0.01%	1026
2025 Q3	$290K	Buy	13,250 +1,568	+13%	+$34K	0.01%	963
2025 Q2	$253K	Buy	11,682 +156	+1%	+$3.33K	0.01%	983
2025 Q1	$254K	Sell	11,526 -3,942	-25%	-$89.2K	0.01%	918
2024 Q4	$347K	Buy	15,468 +16	+0.1%	+$372	0.01%	823
2024 Q3	$356K	Buy	15,452 +6,259	+68%	+$141K	0.01%	731
2024 Q2	$203K	Buy	+9,193	New	+$204K	0.01%	732

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

CreativeOne Wealth's DJIA Position: Q1 2026 in Review

CreativeOne Wealth increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 9.5% in Q1 2026, buying an estimated $24.3K and bringing the position to 12,716 shares worth $268K. The position accounts for 0.01% of the portfolio, ranked #1019.

CreativeOne Wealth first reported a position in DJIA in Q2 2024 and has held it in 8 quarters since. The position peaked at $356K in Q3 2024. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

CreativeOne Wealth held 12,716 shares of Global X Dow 30 Covered Call ETF worth $268K as of Q1 2026.
CreativeOne Wealth bought 1,102 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $24.3K.
Global X Dow 30 Covered Call ETF made up 0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1019 holding.
CreativeOne Wealth first reported a position in Global X Dow 30 Covered Call ETF in Q2 2024 and has held it in 8 quarters since.
CreativeOne Wealth's Global X Dow 30 Covered Call ETF position peaked at $356K in Q3 2024.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on CreativeOne Wealth's 13F filing for Q1 2026, filed 15 May 2026.