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Raymond James & Associates’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Raymond James & Associates’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
Q3 		$405K Sell
17,586
-1,681
-9% -$37.8K ﹤0.01% 3230
2024
Q2 		$426K Sell
19,267
-141
-0.7% -$3.13K ﹤0.01% 3165
2024
Q1 		$442K Buy
19,408
+1,138
+6% +$25.4K ﹤0.01% 3132
2023
Q4 		$400K Sell
18,270
-26,390
-59% -$567K ﹤0.01% 3093
2023
Q3 		$953K Buy
+44,660
New +$985K ﹤0.01% 2489

Other funds holding DJIA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

Raymond James & Associates's DJIA Position: Q3 2024 in Review

Raymond James & Associates reduced its Global X Dow 30 Covered Call ETF (DJIA) stake by 8.7% in Q3 2024, selling an estimated $37.8K and leaving 17,586 shares worth $405K. The position accounts for ﹤0.01% of the portfolio, ranked #3230.

Raymond James & Associates first reported a position in DJIA in Q3 2023 and has held it in 5 quarters since. The position peaked at $953K in Q3 2023. 33 funds tracked by Wall St. Rank hold DJIA as of Q3 2024.

  • Raymond James & Associates held 17,586 shares of Global X Dow 30 Covered Call ETF worth $405K as of Q3 2024.
  • Raymond James & Associates sold 1,681 Global X Dow 30 Covered Call ETF shares in Q3 2024, an estimated $37.8K.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3230 holding.
  • Raymond James & Associates first reported a position in Global X Dow 30 Covered Call ETF in Q3 2023 and has held it in 5 quarters since.
  • Raymond James & Associates's Global X Dow 30 Covered Call ETF position peaked at $953K in Q3 2023.
  • 33 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.