Csenge Advisory Group’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Csenge Advisory Group’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
2023 Q4	–	Sell	-17,389	Closed	-$371K	–	672
2023 Q3	$371K	Buy	17,389 +294	+2%	+$6.48K	0.03%	440
2023 Q2	$378K	Buy	17,095 +264	+2%	+$5.75K	0.03%	438
2023 Q1	$365K	Buy	16,831 +505	+3%	+$11.1K	0.03%	426
2022 Q4	$352K	Buy	+16,326	New	+$355K	0.03%	430

Other funds holding DJIA

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Csenge Advisory Group's DJIA Position: Q4 2023 in Review

Csenge Advisory Group sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2023, closing a stake of 17,389 shares — an estimated $371K sold.

Csenge Advisory Group first reported a position in DJIA in Q4 2022 and held it in 4 quarters. The position peaked at $378K in Q2 2023. 36 funds tracked by Wall St. Rank hold DJIA as of Q4 2023.

Csenge Advisory Group reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2023 after selling out during the quarter.
Csenge Advisory Group sold 17,389 Global X Dow 30 Covered Call ETF shares in Q4 2023, an estimated $371K.
Csenge Advisory Group first reported a position in Global X Dow 30 Covered Call ETF in Q4 2022 and held it in 4 quarters.
Csenge Advisory Group's Global X Dow 30 Covered Call ETF position peaked at $378K in Q2 2023.
36 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2023.

Based on Csenge Advisory Group's 13F filing for Q4 2023, filed 13 Feb 2024.