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 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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

MCM

Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

LPL Financial's DJIA Position: Q1 2026 in Review

LPL Financial increased its Global X Dow 30 Covered Call ETF (DJIA) stake by 4.3% in Q1 2026, buying an estimated $611K and bringing the position to 676,092 shares worth $14.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1721.

LPL Financial first reported a position in DJIA in Q1 2023 and has held it in 13 quarters since. The position peaked at $14.3M in Q4 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

LPL Financial held 676,092 shares of Global X Dow 30 Covered Call ETF worth $14.2M as of Q1 2026.
LPL Financial bought 27,781 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $611K.
Global X Dow 30 Covered Call ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #1721 holding.
LPL Financial first reported a position in Global X Dow 30 Covered Call ETF in Q1 2023 and has held it in 13 quarters since.
LPL Financial's Global X Dow 30 Covered Call ETF position peaked at $14.3M in Q4 2025.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.