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San Luis Wealth Advisors’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

San Luis Wealth Advisors’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
2022
Q4 		– Sell
-17,814
Closed -$362K – 75
2022
Q3 		$362K Buy
+17,814
New +$400K 0.38% 61

Other funds holding DJIA

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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
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
MA
MAS Advisors Miami, Florida $63.2M AUM 9.63% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

San Luis Wealth Advisors's DJIA Position: Q4 2022 in Review

San Luis Wealth Advisors sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2022, closing a stake of 17,814 shares — an estimated $362K sold.

San Luis Wealth Advisors first reported a position in DJIA in Q3 2022 and held it in 1 quarter. The position peaked at $362K in Q3 2022. 19 funds tracked by Wall St. Rank hold DJIA as of Q4 2022.

  • San Luis Wealth Advisors reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 17,814 Global X Dow 30 Covered Call ETF shares in Q4 2022, an estimated $362K.
  • San Luis Wealth Advisors first reported a position in Global X Dow 30 Covered Call ETF in Q3 2022 and held it in 1 quarter.
  • San Luis Wealth Advisors's Global X Dow 30 Covered Call ETF position peaked at $362K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2022.

Based on San Luis Wealth Advisors's 13F filing for Q4 2022, filed 2 Feb 2023.