IFP Advisors
DJIA icon

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

IFP 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
Q3 		$116K Buy
5,207
+511
+11% +$11.5K ﹤0.01% 1863
2026
Q2 		$104K Buy
4,696
+167
+4% +$3.62K ﹤0.01% 1959
2026
Q1 		$95.3K Buy
4,529
+278
+7% +$6.12K ﹤0.01% 1873
2025
Q4 		$93.5K Buy
4,251
+60
+1% +$1.33K ﹤0.01% 1844
2025
Q3 		$91.6K Buy
4,191
+261
+7% +$5.66K ﹤0.01% 1735
2025
Q2 		$85.2K Buy
+3,930
New +$83.8K ﹤0.01% 1729
2024
Q3 		– Sell
-2,888
Closed -$63.8K – 3339
2024
Q2 		$63.8K Buy
2,888
+40
+1% +$888 ﹤0.01% 1561
2024
Q1 		$64.9K Buy
2,848
+52
+2% +$1.16K ﹤0.01% 1480
2023
Q4 		$61.3K Buy
2,796
+46
+2% +$989 ﹤0.01% 1464
2023
Q3 		$58.7K Buy
+2,750
New +$60.6K ﹤0.01% 1489
2023
Q1 		– Sell
-276
Closed -$7K – 3625
2022
Q4 		$7K Hold
276
– – ﹤0.01% 3589
2022
Q3 		$7K Hold
276
– – ﹤0.01% 3842
2022
Q2 		$7K Hold
276
– – ﹤0.01% 3593
2022
Q1 		$7K Buy
+276
New +$6.85K ﹤0.01% 3591

Other funds holding DJIA

XML Financial
XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return
NWF Advisory Services
NWF Advisory Services Los Angeles, California $1.07B AUM 35.62% 1-Year Est. Return
PMG Family Office
PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return
Kestra Private Wealth Services
Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Valicenti Advisory Services
Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Triumph Capital Management
Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

IFP Advisors's DJIA Position: Q3 2026 in Review

IFP Advisors increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 11% in Q3 2026, buying an estimated $11.5K and bringing the position to 5,207 shares worth $116K. The position accounts for ﹤0.01% of the portfolio, ranked #1863.

IFP Advisors first reported a position in DJIA in Q1 2022 and has held it in 14 quarters since. 12 funds tracked by Wall St. Rank hold DJIA as of Q3 2026.

  • IFP Advisors held 5,207 shares of Global X Dow 30 Covered Call ETF worth $116K as of Q3 2026.
  • IFP Advisors bought 511 Global X Dow 30 Covered Call ETF shares in Q3 2026, an estimated $11.5K.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #1863 holding.
  • IFP Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q1 2022 and has held it in 14 quarters since.
  • 12 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.