NWF Advisory Services’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

NWF Advisory 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 Q3	$1.11M	Sell	50,100 -300	-0.6%	-$6.77K	0.1%	138
2026 Q2	$1.12M	Sell	50,400 -1,400	-3%	-$30.3K	0.1%	138
2026 Q1	$1.09M	Sell	51,800 -1,300	-2%	-$28.6K	0.12%	126
2025 Q4	$1.17M	Sell	53,100 -7,900	-13%	-$175K	0.13%	117
2025 Q3	$1.33M	Sell	61,000 -50	-0.1%	-$1.08K	0.15%	112
2025 Q2	$1.32M	Sell	61,050 -1,200	-2%	-$25.6K	0.16%	108
2025 Q1	$1.37M	Buy	+62,250	New	+$1.41M	0.19%	94
2024 Q4	–	Sell	-64,300	Closed	-$1.48M	–	314
2024 Q3	$1.48M	Sell	64,300 -6,300	-9%	-$142K	0.22%	84
2024 Q2	$1.56M	Sell	70,600 -12,450	-15%	-$276K	0.25%	69
2024 Q1	$1.89M	Sell	83,050 -2,650	-3%	-$59.2K	0.32%	60
2023 Q4	$1.88M	Sell	85,700 -5,200	-6%	-$112K	0.37%	57
2023 Q3	$1.94M	Buy	90,900 +2,750	+3%	+$60.6K	0.46%	42
2023 Q2	$1.95M	Hold	88,150	–	–	0.45%	45
2023 Q1	$1.95M	Buy	+88,150	New	+$1.93M	0.45%	45

Other funds holding DJIA

XML Financial Bethesda, Maryland $1.39B AUM 19.06% 1-Year Est. Return

PMG Family Office Plano, Texas $108M AUM 8.93% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.68B AUM 22.33% 1-Year Est. Return

Kestra Private Wealth Services Austin, Texas $9.37B AUM 22.72% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return

Valicenti Advisory Services Elmira, New York $531M AUM 36.36% 1-Year Est. Return

CIA

Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

NWF Advisory Services's DJIA Position: Q3 2026 in Review

NWF Advisory Services reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 0.6% in Q3 2026, selling an estimated $6.77K and leaving 50,100 shares worth $1.11M. The position accounts for 0.1% of the portfolio, ranked #138.

NWF Advisory Services first reported a position in DJIA in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.95M in Q2 2023. 12 funds tracked by Wall St. Rank hold DJIA as of Q3 2026.

NWF Advisory Services held 50,100 shares of Global X Dow 30 Covered Call ETF worth $1.11M as of Q3 2026.
NWF Advisory Services sold 300 Global X Dow 30 Covered Call ETF shares in Q3 2026, an estimated $6.77K.
Global X Dow 30 Covered Call ETF made up 0.1% of NWF Advisory Services's portfolio in Q3 2026, its #138 holding.
NWF Advisory Services first reported a position in Global X Dow 30 Covered Call ETF in Q1 2023 and has held it in 14 quarters since.
NWF Advisory Services's Global X Dow 30 Covered Call ETF position peaked at $1.95M in Q2 2023.
12 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2026.

Based on NWF Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.