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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
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
LPL Financial San Diego, California $377B AUM 19.32% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $886M AUM 25.41% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Root Financial Partners's DJIA Position: Q1 2026 in Review

Root Financial Partners held its Global X Dow 30 Covered Call ETF (DJIA) position steady in Q1 2026 at 103 shares worth $2.17K. The position accounts for ﹤0.01% of the portfolio, ranked #2284.

Root Financial Partners first reported a position in DJIA in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.27K in Q4 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

  • Root Financial Partners held 103 shares of Global X Dow 30 Covered Call ETF worth $2.17K as of Q1 2026.
  • Root Financial Partners left its Global X Dow 30 Covered Call ETF share count unchanged in Q1 2026.
  • Global X Dow 30 Covered Call ETF made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #2284 holding.
  • Root Financial Partners first reported a position in Global X Dow 30 Covered Call ETF in Q4 2025 and has held it in 2 quarters since.
  • Root Financial Partners's Global X Dow 30 Covered Call ETF position peaked at $2.27K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.