IA
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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
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% 3590
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% 3593

Other funds holding DJIA

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

IFP Advisors's DJIA Position: Q2 2026 in Review

IFP Advisors increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 3.7% in Q2 2026, buying an estimated $3.62K and bringing the position to 4,696 shares worth $104K. The position accounts for ﹤0.01% of the portfolio, ranked #1959.

IFP Advisors first reported a position in DJIA in Q1 2022 and has held it in 13 quarters since. 21 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • IFP Advisors held 4,696 shares of Global X Dow 30 Covered Call ETF worth $104K as of Q2 2026.
  • IFP Advisors bought 167 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $3.62K.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of IFP Advisors's portfolio in Q2 2026, its #1959 holding.
  • IFP Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q1 2022 and has held it in 13 quarters since.
  • 21 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.