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

Founders Financial 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
2026 Q1	$185K	Sell	8,816 -826	-9%	-$18.2K	0.03%	395
2025 Q4	$212K	Sell	9,642 -2,920	-23%	-$64.9K	0.04%	343
2025 Q3	$274K	Buy	12,562 +52	+0.4%	+$1.13K	0.05%	301
2025 Q2	$271K	Buy	12,510 +80	+0.6%	+$1.71K	0.06%	272
2025 Q1	$274K	Buy	12,430 +40	+0.3%	+$905	0.07%	272
2024 Q4	$278K	Buy	12,390 +443	+4%	+$10.3K	0.08%	226
2024 Q3	$275K	Buy	11,947 +1,130	+10%	+$25.4K	0.08%	230
2024 Q2	$239K	Buy	10,817 +346	+3%	+$7.68K	0.07%	244
2024 Q1	$239K	Buy	10,471 +1,020	+11%	+$22.8K	0.07%	239
2023 Q4	$207K	Buy	9,451 +2,326	+33%	+$50K	0.08%	236
2023 Q3	$152K	Buy	7,125 +533	+8%	+$11.8K	0.07%	241
2023 Q2	$146K	Buy	+6,592	New	+$144K	0.06%	267

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

Founders Financial Alliance's DJIA Position: Q1 2026 in Review

Founders Financial Alliance reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 8.6% in Q1 2026, selling an estimated $18.2K and leaving 8,816 shares worth $185K. The position accounts for 0.03% of the portfolio, ranked #395.

Founders Financial Alliance first reported a position in DJIA in Q2 2023 and has held it in 12 quarters since. The position peaked at $278K in Q4 2024. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

Founders Financial Alliance held 8,816 shares of Global X Dow 30 Covered Call ETF worth $185K as of Q1 2026.
Founders Financial Alliance sold 826 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $18.2K.
Global X Dow 30 Covered Call ETF made up 0.03% of Founders Financial Alliance's portfolio in Q1 2026, its #395 holding.
Founders Financial Alliance first reported a position in Global X Dow 30 Covered Call ETF in Q2 2023 and has held it in 12 quarters since.
Founders Financial Alliance's Global X Dow 30 Covered Call ETF position peaked at $278K in Q4 2024.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.