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Sonoma Allocations’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Sonoma Allocations’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 		$220K Hold
9,907
– – 0.07% 116
2026
Q1 		$209K Sell
9,907
-456
-4% -$10K 0.07% 141
2025
Q4 		$231K Hold
10,363
– – 0.08% 121
2025
Q3 		$226K Buy
+10,363
New +$225K 0.08% 127

Other funds holding DJIA

JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 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
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
FWA
FSM Wealth Advisors Cleveland, Ohio $939M AUM 22.84% 1-Year Est. Return

Sonoma Allocations's DJIA Position: Q2 2026 in Review

Sonoma Allocations held its Global X Dow 30 Covered Call ETF (DJIA) position steady in Q2 2026 at 9,907 shares worth $220K. The position accounts for 0.07% of the portfolio, ranked #116.

Sonoma Allocations first reported a position in DJIA in Q3 2025 and has held it in 4 quarters since. The position peaked at $231K in Q4 2025. 21 funds tracked by Wall St. Rank hold DJIA as of Q2 2026.

  • Sonoma Allocations held 9,907 shares of Global X Dow 30 Covered Call ETF worth $220K as of Q2 2026.
  • Sonoma Allocations left its Global X Dow 30 Covered Call ETF share count unchanged in Q2 2026.
  • Global X Dow 30 Covered Call ETF made up 0.07% of Sonoma Allocations's portfolio in Q2 2026, its #116 holding.
  • Sonoma Allocations first reported a position in Global X Dow 30 Covered Call ETF in Q3 2025 and has held it in 4 quarters since.
  • Sonoma Allocations's Global X Dow 30 Covered Call ETF position peaked at $231K in Q4 2025.
  • 21 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q2 2026.

Based on Sonoma Allocations's 13F filing for Q2 2026, filed 8 Jul 2026.