Root Financial Partners’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Root Financial Partners’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	–	Sell	-103	Closed	-$2.17K	–	1126
2026 Q1	$2.17K	Hold	103	–	–	﹤0.01%	2284
2025 Q4	$2.27K	Buy	+103	New	+$2.29K	﹤0.01%	1971

Other funds holding DJIA

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

NAS

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

Root Financial Partners's DJIA Position: Q2 2026 in Review

Root Financial Partners sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q2 2026, closing a stake of 103 shares — an estimated $2.17K sold.

Root Financial Partners first reported a position in DJIA in Q4 2025 and held it in 2 quarters. The position peaked at $2.27K in Q4 2025. 50 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

Root Financial Partners reported no remaining Global X Dow 30 Covered Call ETF position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 103 Global X Dow 30 Covered Call ETF shares in Q2 2026, an estimated $2.17K.
Root Financial Partners first reported a position in Global X Dow 30 Covered Call ETF in Q4 2025 and held it in 2 quarters.
Root Financial Partners's Global X Dow 30 Covered Call ETF position peaked at $2.27K in Q4 2025.
50 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.