Morgan Stanley
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Morgan Stanley’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Morgan Stanley’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 		$10.3K Sell
463
-90
-16% -$1.95K ﹤0.01% 7035
2026
Q1 		$11.6K Hold
553
– – ﹤0.01% 6906
2025
Q4 		$12.2K Sell
553
-518
-48% -$11.5K ﹤0.01% 6843
2025
Q3 		$23.4K Sell
1,071
-1
-0.1% -$22 ﹤0.01% 6638
2025
Q2 		$23.2K Buy
1,072
+128
+14% +$2.73K ﹤0.01% 6608
2025
Q1 		$20.8K Hold
944
– – ﹤0.01% 6562
2024
Q4 		$21.2K Buy
944
+423
+81% +$9.84K ﹤0.01% 6556
2024
Q3 		$12K Sell
521
-225
-30% -$5.06K ﹤0.01% 6665
2024
Q2 		$16.5K Buy
746
+227
+44% +$5.04K ﹤0.01% 6525
2024
Q1 		$11.8K Buy
519
+317
+157% +$7.08K ﹤0.01% 6650
2023
Q4 		$4.43K Sell
202
-7,998
-98% -$172K ﹤0.01% 6862
2023
Q3 		$175K Buy
+8,200
New +$181K ﹤0.01% 5643

Other funds holding DJIA

LPL Financial
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
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

Morgan Stanley's DJIA Position: Q2 2026 in Review

Morgan Stanley reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 16% in Q2 2026, selling an estimated $1.95K and leaving 463 shares worth $10.3K. The position accounts for ﹤0.01% of the portfolio, ranked #7035.

Morgan Stanley first reported a position in DJIA in Q3 2023 and has held it in 12 quarters since. The position peaked at $175K in Q3 2023. 50 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • Morgan Stanley held 463 shares of Global X Dow 30 Covered Call ETF worth $10.3K as of Q2 2026.
  • Morgan Stanley sold 90 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $1.95K.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7035 holding.
  • Morgan Stanley first reported a position in Global X Dow 30 Covered Call ETF in Q3 2023 and has held it in 12 quarters since.
  • Morgan Stanley's Global X Dow 30 Covered Call ETF position peaked at $175K in Q3 2023.
  • 50 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.