LPL Financial
DJIA icon

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

LPL Financial’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 		$21.9M Buy
989,506
+313,414
+46% +$6.79M ﹤0.01% 1511
2026
Q1 		$14.2M Buy
676,092
+27,781
+4% +$611K ﹤0.01% 1721
2025
Q4 		$14.3M Buy
648,311
+59,246
+10% +$1.32M ﹤0.01% 1643
2025
Q3 		$12.9M Buy
589,065
+41,339
+8% +$897K ﹤0.01% 1657
2025
Q2 		$11.9M Sell
547,726
-752
-0.1% -$16K ﹤0.01% 1598
2025
Q1 		$12.1M Buy
548,478
+124,747
+29% +$2.82M ﹤0.01% 1476
2024
Q4 		$9.5M Buy
423,731
+65,584
+18% +$1.53M ﹤0.01% 1585
2024
Q3 		$8.25M Buy
358,147
+48,948
+16% +$1.1M ﹤0.01% 1614
2024
Q2 		$6.83M Buy
309,199
+51,902
+20% +$1.15M ﹤0.01% 1631
2024
Q1 		$5.86M Buy
257,297
+141,196
+122% +$3.15M ﹤0.01% 1664
2023
Q4 		$2.54M Buy
116,101
+45,992
+66% +$989K ﹤0.01% 2207
2023
Q3 		$1.5M Buy
70,109
+25,861
+58% +$570K ﹤0.01% 2556
2023
Q2 		$979K Buy
44,248
+27,928
+171% +$608K ﹤0.01% 2847
2023
Q1 		$354K Buy
+16,320
New +$358K ﹤0.01% 3614

Other funds holding DJIA

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Cetera Investment Advisers
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
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

LPL Financial's DJIA Position: Q2 2026 in Review

LPL Financial increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 46% in Q2 2026, buying an estimated $6.79M and bringing the position to 989,506 shares worth $21.9M. The position accounts for ﹤0.01% of the portfolio, ranked #1511.

LPL Financial first reported a position in DJIA in Q1 2023 and has held it in 14 quarters since. 50 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • LPL Financial held 989,506 shares of Global X Dow 30 Covered Call ETF worth $21.9M as of Q2 2026.
  • LPL Financial bought 313,414 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $6.79M.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1511 holding.
  • LPL Financial first reported a position in Global X Dow 30 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
  • 50 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.