Ritter Daniher Financial Advisory’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Ritter Daniher Financial Advisory’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
2023 Q1	–	Sell	-35	Closed	-$755	–	304
2022 Q4	$755	Buy	+35	New	+$760	﹤0.01%	268

Other funds holding DJIA

TRUADVICE Sarasota, Florida $255M AUM 14.45% 1-Year Est. Return

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

NAS

NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JWCA

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

PPW

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

PWM

Prosperity Wealth Management San Ramon, California $300M AUM 28.11% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return

Ritter Daniher Financial Advisory's DJIA Position: Q1 2023 in Review

Ritter Daniher Financial Advisory sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2023, closing a stake of 35 shares — an estimated $755 sold.

Ritter Daniher Financial Advisory first reported a position in DJIA in Q4 2022 and held it in 1 quarter. The position peaked at $755 in Q4 2022. 27 funds tracked by Wall St. Rank hold DJIA as of Q1 2023.

Ritter Daniher Financial Advisory reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 35 Global X Dow 30 Covered Call ETF shares in Q1 2023, an estimated $755.
Ritter Daniher Financial Advisory first reported a position in Global X Dow 30 Covered Call ETF in Q4 2022 and held it in 1 quarter.
Ritter Daniher Financial Advisory's Global X Dow 30 Covered Call ETF position peaked at $755 in Q4 2022.
27 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q1 2023, filed 11 May 2023.