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Fiduciary Alliance’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-588
Closed -$13K – 359
2023
Q2 		$13K Buy
+588
New +$12.8K ﹤0.01% 510

Other funds holding DJIA

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

Fiduciary Alliance's DJIA Position: Q3 2023 in Review

Fiduciary Alliance sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q3 2023, closing a stake of 588 shares — an estimated $13K sold.

Fiduciary Alliance first reported a position in DJIA in Q2 2023 and held it in 1 quarter. The position peaked at $13K in Q2 2023. 33 funds tracked by Wall St. Rank hold DJIA as of Q3 2023.

  • Fiduciary Alliance reported no remaining Global X Dow 30 Covered Call ETF position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 588 Global X Dow 30 Covered Call ETF shares in Q3 2023, an estimated $13K.
  • Fiduciary Alliance first reported a position in Global X Dow 30 Covered Call ETF in Q2 2023 and held it in 1 quarter.
  • Fiduciary Alliance's Global X Dow 30 Covered Call ETF position peaked at $13K in Q2 2023.
  • 33 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.