JWCA
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J.W. Cole Advisors’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

J.W. Cole 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 		$10.3M Sell
467,472
-3,139
-0.7% -$68K 0.18% 117
2026
Q1 		$9.9M Buy
470,611
+7,503
+2% +$165K 0.33% 65
2025
Q4 		$10.2M Sell
463,108
-40,487
-8% -$899K 0.25% 84
2025
Q3 		$11M Sell
503,595
-65,591
-12% -$1.42M 0.21% 96
2025
Q2 		$12.3M Buy
+569,186
New +$12.1M 0.26% 66
2025
Q1 		– Sell
-128,377
Closed -$2.88M – 1278
2024
Q4 		$2.88M Buy
128,377
+744
+0.6% +$17.3K 0.12% 173
2024
Q3 		$2.94M Buy
127,633
+1,965
+2% +$44.2K 0.12% 169
2024
Q2 		$2.78M Buy
125,668
+711
+0.6% +$15.8K 0.13% 161
2024
Q1 		$2.85M Sell
124,957
-386
-0.3% -$8.62K 0.14% 156
2023
Q4 		$2.75M Buy
125,343
+4,659
+4% +$100K 0.16% 143
2023
Q3 		$2.58M Buy
120,684
+11,584
+11% +$255K 0.19% 130
2023
Q2 		$2.41M Buy
109,100
+70,000
+179% +$1.52M 0.17% 140
2023
Q1 		$849K Buy
+39,100
New +$857K 0.06% 319

Other funds holding DJIA

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
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

J.W. Cole Advisors's DJIA Position: Q2 2026 in Review

J.W. Cole Advisors reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 0.67% in Q2 2026, selling an estimated $68K and leaving 467,472 shares worth $10.3M. The position accounts for 0.18% of the portfolio, ranked #117.

J.W. Cole Advisors first reported a position in DJIA in Q1 2023 and has held it in 13 quarters since. The position peaked at $12.3M in Q2 2025. 21 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • J.W. Cole Advisors held 467,472 shares of Global X Dow 30 Covered Call ETF worth $10.3M as of Q2 2026.
  • J.W. Cole Advisors sold 3,139 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $68K.
  • Global X Dow 30 Covered Call ETF made up 0.18% of J.W. Cole Advisors's portfolio in Q2 2026, its #117 holding.
  • J.W. Cole Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q1 2023 and has held it in 13 quarters since.
  • J.W. Cole Advisors's Global X Dow 30 Covered Call ETF position peaked at $12.3M in Q2 2025.
  • 21 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.