Envestnet Asset Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Envestnet Asset Management’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	$627K	Buy	29,822 +16,576	+125%	+$365K	﹤0.01%	3761
2025 Q4	$291K	Buy	13,246 +3,078	+30%	+$68.4K	﹤0.01%	4055
2025 Q3	$222K	Sell	10,168 -1,128	-10%	-$24.5K	﹤0.01%	4266
2025 Q2	$245K	Sell	11,296 -620	-5%	-$13.2K	﹤0.01%	4134
2025 Q1	$263K	Buy	+11,916	New	+$270K	﹤0.01%	3994

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

Envestnet Asset Management's DJIA Position: Q1 2026 in Review

Envestnet Asset Management increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 125% in Q1 2026, buying an estimated $365K and bringing the position to 29,822 shares worth $627K. The position accounts for ﹤0.01% of the portfolio, ranked #3761.

Envestnet Asset Management first reported a position in DJIA in Q1 2025 and has held it in 5 quarters since. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

Envestnet Asset Management held 29,822 shares of Global X Dow 30 Covered Call ETF worth $627K as of Q1 2026.
Envestnet Asset Management bought 16,576 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $365K.
Global X Dow 30 Covered Call ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3761 holding.
Envestnet Asset Management first reported a position in Global X Dow 30 Covered Call ETF in Q1 2025 and has held it in 5 quarters since.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.