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

FSM Wealth Advisors’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 Q2	$259K	Buy	+11,687	New	+$253K	0.03%	293

Other funds holding DJIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JWCA

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

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

NAS

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

FSM Wealth Advisors's DJIA Position: Q2 2026 in Review

FSM Wealth Advisors opened a new position in Global X Dow 30 Covered Call ETF (DJIA) in Q2 2026: 11,687 shares worth $259K. The stake represents 0.03% of the portfolio and ranks #293 among its holdings.

50 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

FSM Wealth Advisors held 11,687 shares of Global X Dow 30 Covered Call ETF worth $259K as of Q2 2026.
Global X Dow 30 Covered Call ETF was a new FSM Wealth Advisors position in Q2 2026.
Global X Dow 30 Covered Call ETF made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #293 holding.
50 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.