Newbridge Financial Services Group’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Newbridge Financial Services Group’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	–	Sell	-920	Closed	-$20.2K	–	1201
2025 Q4	$20.2K	Sell	920 -1,000	-52%	-$22.2K	﹤0.01%	641
2025 Q3	$42K	Sell	1,920 -200	-9%	-$4.34K	0.01%	554
2025 Q2	$46K	Hold	2,120	–	–	0.01%	520
2025 Q1	$46.8K	Buy	2,120 +220	+12%	+$4.98K	0.01%	378
2024 Q4	$42.6K	Hold	1,900	–	–	0.01%	439
2024 Q3	$43.8K	Hold	1,900	–	–	0.02%	265
2024 Q2	$42K	Hold	1,900	–	–	0.02%	407
2024 Q1	$43.3K	Hold	1,900	–	–	0.02%	422
2023 Q4	$41.6K	Buy	1,900 +500	+36%	+$10.7K	0.02%	434
2023 Q3	$29.9K	Buy	+1,400	New	+$30.9K	0.02%	553

Other funds holding DJIA

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Newbridge Financial Services Group's DJIA Position: Q1 2026 in Review

Newbridge Financial Services Group sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2026, closing a stake of 920 shares — an estimated $20.2K sold.

Newbridge Financial Services Group first reported a position in DJIA in Q3 2023 and held it in 10 quarters. The position peaked at $46.8K in Q1 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

Newbridge Financial Services Group reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
Newbridge Financial Services Group sold 920 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $20.2K.
Newbridge Financial Services Group first reported a position in Global X Dow 30 Covered Call ETF in Q3 2023 and held it in 10 quarters.
Newbridge Financial Services Group's Global X Dow 30 Covered Call ETF position peaked at $46.8K in Q1 2025.
51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Newbridge Financial Services Group's 13F filing for Q1 2026, filed 5 May 2026.