Prosperity Wealth Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Prosperity Wealth Management’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
2024 Q1	–	Sell	-22,692	Closed	-$497K	–	181
2023 Q4	$497K	Buy	22,692 +134	+0.6%	+$2.88K	0.32%	51
2023 Q3	$481K	Sell	22,558 -1,229	-5%	-$27.1K	0.31%	54
2023 Q2	$526K	Buy	23,787 +6,670	+39%	+$145K	0.34%	38
2023 Q1	$372K	Sell	17,117 -995	-5%	-$21.8K	0.29%	66
2022 Q4	$391K	Buy	+18,112	New	+$393K	0.37%	62

Other funds holding DJIA

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

XML Financial Bethesda, Maryland $1.24B AUM 20.4% 1-Year Est. Return

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

JWCA

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

NAS

NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Prosperity Wealth Management's DJIA Position: Q1 2024 in Review

Prosperity Wealth Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2024, closing a stake of 22,692 shares — an estimated $497K sold.

Prosperity Wealth Management first reported a position in DJIA in Q4 2022 and held it in 5 quarters. The position peaked at $526K in Q2 2023. 37 funds tracked by Wall St. Rank hold DJIA as of Q1 2024.

Prosperity Wealth Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2024 after selling out during the quarter.
Prosperity Wealth Management sold 22,692 Global X Dow 30 Covered Call ETF shares in Q1 2024, an estimated $497K.
Prosperity Wealth Management first reported a position in Global X Dow 30 Covered Call ETF in Q4 2022 and held it in 5 quarters.
Prosperity Wealth Management's Global X Dow 30 Covered Call ETF position peaked at $526K in Q2 2023.
37 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2024.

Based on Prosperity Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.