Rockefeller Capital Management
DJIA icon

Rockefeller Capital Management’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Rockefeller Capital 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
2026
Q1 		– Sell
-5,170
Closed -$114K – 4742
2025
Q4 		$114K Buy
+5,170
New +$115K ﹤0.01% 2658

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XF
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Janney Montgomery Scott
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NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
MCM
Massar Capital Management Stamford, Connecticut $934M AUM 14.18% 1-Year Est. Return

Rockefeller Capital Management's DJIA Position: Q1 2026 in Review

Rockefeller Capital Management sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2026, closing a stake of 5,170 shares — an estimated $114K sold.

Rockefeller Capital Management first reported a position in DJIA in Q4 2025 and held it in 1 quarter. The position peaked at $114K in Q4 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

  • Rockefeller Capital Management reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Rockefeller Capital Management sold 5,170 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $114K.
  • Rockefeller Capital Management first reported a position in Global X Dow 30 Covered Call ETF in Q4 2025 and held it in 1 quarter.
  • Rockefeller Capital Management's Global X Dow 30 Covered Call ETF position peaked at $114K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.