BFC Planning, Inc.’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

BFC Planning, Inc.’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	$15.9K	Sell	717 -485	-40%	-$10.5K	﹤0.01%	2127
2026 Q1	$25.3K	Buy	1,202 +51	+4%	+$1.12K	﹤0.01%	1611
2025 Q4	$25.3K	Buy	1,151 +28	+2%	+$622	﹤0.01%	1644
2025 Q3	$24.5K	Buy	1,123 +22	+2%	+$477	﹤0.01%	1478
2025 Q2	$23.9K	Buy	1,101 +24	+2%	+$512	﹤0.01%	1416
2025 Q1	$23.8K	Buy	1,077 +68	+7%	+$1.54K	﹤0.01%	1392
2024 Q4	$22.6K	Buy	+1,009	New	+$23.5K	﹤0.01%	1413

Other funds holding DJIA

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

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

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 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

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

NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return

BFC Planning, Inc.'s DJIA Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 40% in Q2 2026, selling an estimated $10.5K and leaving 717 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2127.

BFC Planning, Inc. first reported a position in DJIA in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.3K in Q4 2025. 54 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

BFC Planning, Inc. held 717 shares of Global X Dow 30 Covered Call ETF worth $15.9K as of Q2 2026.
BFC Planning, Inc. sold 485 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $10.5K.
Global X Dow 30 Covered Call ETF made up ﹤0.01% of BFC Planning, Inc.'s portfolio in Q2 2026, its #2127 holding.
BFC Planning, Inc. first reported a position in Global X Dow 30 Covered Call ETF in Q4 2024 and has held it in 7 quarters since.
BFC Planning, Inc.'s Global X Dow 30 Covered Call ETF position peaked at $25.3K in Q4 2025.
54 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.