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 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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PFO

PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return

FWA

FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

NWF Advisory Services's DJIA Position: Q2 2026 in Review

NWF Advisory Services reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 2.7% in Q2 2026, selling an estimated $30.3K and leaving 50,400 shares worth $1.12M. 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 13 quarters since. The position peaked at $1.95M in Q2 2023. 21 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

NWF Advisory Services held 50,400 shares of Global X Dow 30 Covered Call ETF worth $1.12M as of Q2 2026.
NWF Advisory Services sold 1,400 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $30.3K.
Global X Dow 30 Covered Call ETF made up 0.1% of NWF Advisory Services's portfolio in Q2 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 13 quarters since.
NWF Advisory Services's Global X Dow 30 Covered Call ETF position peaked at $1.95M in Q2 2023.
21 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on NWF Advisory Services's 13F filing for Q2 2026, filed 29 Jul 2026.