SteelPeak Wealth’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

SteelPeak Wealth’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
2025 Q4	–	Sell	-24,650	Closed	-$539K	–	562
2025 Q3	$539K	Sell	24,650 -16,841	-41%	-$365K	0.02%	379
2025 Q2	$900K	Buy	41,491 +8,600	+26%	+$183K	0.03%	277
2025 Q1	$726K	Buy	+32,891	New	+$744K	0.03%	299

Other funds holding DJIA

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

NAS

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

SteelPeak Wealth's DJIA Position: Q4 2025 in Review

SteelPeak Wealth sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q4 2025, closing a stake of 24,650 shares — an estimated $539K sold.

SteelPeak Wealth first reported a position in DJIA in Q1 2025 and held it in 3 quarters. The position peaked at $900K in Q2 2025. 49 funds tracked by Wall St. Rank hold DJIA as of Q4 2025.

SteelPeak Wealth reported no remaining Global X Dow 30 Covered Call ETF position as of Q4 2025 after selling out during the quarter.
SteelPeak Wealth sold 24,650 Global X Dow 30 Covered Call ETF shares in Q4 2025, an estimated $539K.
SteelPeak Wealth first reported a position in Global X Dow 30 Covered Call ETF in Q1 2025 and held it in 3 quarters.
SteelPeak Wealth's Global X Dow 30 Covered Call ETF position peaked at $900K in Q2 2025.
49 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q4 2025.

Based on SteelPeak Wealth's 13F filing for Q4 2025, filed 20 Jan 2026.