Kestra Private Wealth Services’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Kestra Private Wealth Services’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	$406K	Buy	18,324 +128	+0.7%	+$2.77K	﹤0.01%	1359
2026 Q1	$383K	Buy	18,196 +3,053	+20%	+$67.2K	﹤0.01%	1340
2025 Q4	$333K	Buy	15,143 +1,197	+9%	+$26.6K	﹤0.01%	1371
2025 Q3	$305K	Sell	13,946 -11,096	-44%	-$241K	﹤0.01%	1353
2025 Q2	$543K	Sell	25,042 -881	-3%	-$18.8K	0.01%	997
2025 Q1	$572K	Sell	25,923 -111	-0.4%	-$2.51K	0.01%	893
2024 Q4	$584K	Buy	26,034 +1,072	+4%	+$24.9K	0.01%	861
2024 Q3	$575K	Buy	24,962 +496	+2%	+$11.2K	0.01%	822
2024 Q2	$541K	Buy	24,466 +2,022	+9%	+$44.9K	0.01%	798
2024 Q1	$512K	Buy	22,444 +2,645	+13%	+$59.1K	0.01%	788
2023 Q4	$434K	Buy	19,799 +510	+3%	+$11K	0.01%	785
2023 Q3	$412K	Buy	+19,289	New	+$425K	0.01%	741

Other funds holding DJIA

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

NAS

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

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

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

Kestra Private Wealth Services's DJIA Position: Q2 2026 in Review

Kestra Private Wealth Services increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 0.7% in Q2 2026, buying an estimated $2.77K and bringing the position to 18,324 shares worth $406K. The position accounts for ﹤0.01% of the portfolio, ranked #1359.

Kestra Private Wealth Services first reported a position in DJIA in Q3 2023 and has held it in 12 quarters since. The position peaked at $584K in Q4 2024. 21 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

Kestra Private Wealth Services held 18,324 shares of Global X Dow 30 Covered Call ETF worth $406K as of Q2 2026.
Kestra Private Wealth Services bought 128 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $2.77K.
Global X Dow 30 Covered Call ETF made up ﹤0.01% of Kestra Private Wealth Services's portfolio in Q2 2026, its #1359 holding.
Kestra Private Wealth Services first reported a position in Global X Dow 30 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
Kestra Private Wealth Services's Global X Dow 30 Covered Call ETF position peaked at $584K in Q4 2024.
21 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.