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Gofen & Glossberg’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Gofen & Glossberg’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
2022
Q4 		– Sell
-40,000
Closed -$812K – 597
2022
Q3 		$812K Hold
40,000
– – 0.02% 250
2022
Q2 		$908K Buy
+40,000
New +$960K 0.02% 240

Other funds holding DJIA

T
TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
PPW
Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return
PWM
Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Gofen & Glossberg's DJIA Position: Q4 2022 in Review

Gofen & Glossberg sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2022, closing a stake of 40,000 shares — an estimated $812K sold.

Gofen & Glossberg first reported a position in DJIA in Q2 2022 and held it in 2 quarters. The position peaked at $908K in Q2 2022. 19 funds tracked by Wall St. Rank hold DJIA as of Q4 2022.

  • Gofen & Glossberg reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
  • Gofen & Glossberg sold 40,000 Global X Dow 30 Covered Call ETF shares in Q4 2022, an estimated $812K.
  • Gofen & Glossberg first reported a position in Global X Dow 30 Covered Call ETF in Q2 2022 and held it in 2 quarters.
  • Gofen & Glossberg's Global X Dow 30 Covered Call ETF position peaked at $908K in Q2 2022.
  • 19 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2022.

Based on Gofen & Glossberg's 13F filing for Q4 2022, filed 13 Jan 2023.