Kerr Financial Planning’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Kerr Financial Planning’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	$23	Buy	+1	New	+$22	﹤0.01%	535

Other funds holding DJIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Kerr Financial Planning's DJIA Position: Q2 2026 in Review

Kerr Financial Planning opened a new position in Global X Dow 30 Covered Call ETF (DJIA) in Q2 2026: 1 share worth $23. The stake represents ﹤0.01% of the portfolio and ranks #535 among its holdings.

51 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

Kerr Financial Planning held 1 share of Global X Dow 30 Covered Call ETF worth $23 as of Q2 2026.
Global X Dow 30 Covered Call ETF was a new Kerr Financial Planning position in Q2 2026.
Global X Dow 30 Covered Call ETF made up ﹤0.01% of Kerr Financial Planning's portfolio in Q2 2026, its #535 holding.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.