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

Rossby Financial’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
-490
Closed -$10.8K – 2282
2025
Q4 		$10.8K Buy
490
+34
+7% +$755 ﹤0.01% 905
2025
Q3 		$9.96K Buy
456
+10
+2% +$217 ﹤0.01% 862
2025
Q2 		$9.67K Buy
446
+41
+10% +$874 ﹤0.01% 793
2025
Q1 		$8.54K Buy
+405
New +$9.16K ﹤0.01% 744

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 $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

Rossby Financial's DJIA Position: Q1 2026 in Review

Rossby Financial sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2026, closing a stake of 490 shares — an estimated $10.8K sold.

Rossby Financial first reported a position in DJIA in Q1 2025 and held it in 4 quarters. The position peaked at $10.8K in Q4 2025. 51 funds tracked by Wall St. Rank hold DJIA as of Q1 2026.

  • Rossby Financial reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2026 after selling out during the quarter.
  • Rossby Financial sold 490 Global X Dow 30 Covered Call ETF shares in Q1 2026, an estimated $10.8K.
  • Rossby Financial first reported a position in Global X Dow 30 Covered Call ETF in Q1 2025 and held it in 4 quarters.
  • Rossby Financial's Global X Dow 30 Covered Call ETF position peaked at $10.8K in Q4 2025.
  • 51 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.