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Industrial Alliance Investment Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Industrial Alliance Investment Management’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
-5,000
Closed -$102K – 444
2022
Q3 		$102K Buy
+5,000
New +$112K ﹤0.01% 367

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 $2.47B AUM 24.93% 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 $51.6B AUM 27.34% 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 $140B AUM 46.34% 1-Year Est. Return

Industrial Alliance Investment Management's DJIA Position: Q4 2022 in Review

Industrial Alliance Investment Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2022, closing a stake of 5,000 shares — an estimated $102K sold.

Industrial Alliance Investment Management first reported a position in DJIA in Q3 2022 and held it in 1 quarter. The position peaked at $102K in Q3 2022. 19 funds tracked by Wall St. Rank hold DJIA as of Q4 2022.

  • Industrial Alliance Investment Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 5,000 Global X Dow 30 Covered Call ETF shares in Q4 2022, an estimated $102K.
  • Industrial Alliance Investment Management first reported a position in Global X Dow 30 Covered Call ETF in Q3 2022 and held it in 1 quarter.
  • Industrial Alliance Investment Management's Global X Dow 30 Covered Call ETF position peaked at $102K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2022.

Based on Industrial Alliance Investment Management's 13F filing for Q4 2022, filed 14 Feb 2023.