JPLA
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Joseph P. Lucia & Associates’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Joseph P. Lucia & Associates’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
Q3 		– Sell
-2,050
Closed -$47K – 182
2022
Q2 		$47K Buy
+2,050
New +$49.2K 0.03% 186

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
GG
Gofen & Glossberg Chicago, Illinois $3.89B AUM 11.97% 1-Year Est. Return
SLWA
San Luis Wealth Advisors San Luis Obispo, California $664M AUM 19.82% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
IAIM
Industrial Alliance Investment Management Quebec, Quebec, Canada $212M AUM 29.49% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Joseph P. Lucia & Associates's DJIA Position: Q3 2022 in Review

Joseph P. Lucia & Associates sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q3 2022, closing a stake of 2,050 shares — an estimated $47K sold.

Joseph P. Lucia & Associates first reported a position in DJIA in Q2 2022 and held it in 1 quarter. The position peaked at $47K in Q2 2022. 14 funds tracked by Wall St. Rank hold DJIA as of Q3 2022.

  • Joseph P. Lucia & Associates reported no remaining Global X Dow 30 Covered Call ETF position as of Q3 2022 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 2,050 Global X Dow 30 Covered Call ETF shares in Q3 2022, an estimated $47K.
  • Joseph P. Lucia & Associates first reported a position in Global X Dow 30 Covered Call ETF in Q2 2022 and held it in 1 quarter.
  • Joseph P. Lucia & Associates's Global X Dow 30 Covered Call ETF position peaked at $47K in Q2 2022.
  • 14 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2022.

Based on Joseph P. Lucia & Associates's 13F filing for Q3 2022, filed 28 Oct 2022.