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Stephens Inc’s Global X Dow 30 Covered Call ETF DJIA Stock Holding History

Stephens Inc’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
Q1 		– Sell
-25,116
Closed -$563K – 1256
2024
Q4 		$563K Sell
25,116
-17,558
-41% -$408K 0.01% 791
2024
Q3 		$983K Buy
42,674
+24,444
+134% +$550K 0.01% 612
2024
Q2 		$403K Buy
+18,230
New +$405K 0.01% 885
2024
Q1 		– Sell
-13,818
Closed -$303K – 1319
2023
Q4 		$303K Buy
+13,818
New +$297K 0.01% 939

Other funds holding DJIA

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
XF
XML Financial Bethesda, Maryland $1.37B AUM 28.49% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NAS
NWF Advisory Services Los Angeles, California $1.06B AUM 48.27% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SW
SteelPeak Wealth Woodland Hills, California $3.86B AUM 48.92% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Stephens Inc's DJIA Position: Q1 2025 in Review

Stephens Inc sold out of Global X Dow 30 Covered Call ETF (DJIA) in Q1 2025, closing a stake of 25,116 shares — an estimated $563K sold.

Stephens Inc first reported a position in DJIA in Q4 2023 and held it in 4 quarters. The position peaked at $983K in Q3 2024. 44 funds tracked by Wall St. Rank hold DJIA as of Q1 2025.

  • Stephens Inc reported no remaining Global X Dow 30 Covered Call ETF position as of Q1 2025 after selling out during the quarter.
  • Stephens Inc sold 25,116 Global X Dow 30 Covered Call ETF shares in Q1 2025, an estimated $563K.
  • Stephens Inc first reported a position in Global X Dow 30 Covered Call ETF in Q4 2023 and held it in 4 quarters.
  • Stephens Inc's Global X Dow 30 Covered Call ETF position peaked at $983K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held Global X Dow 30 Covered Call ETF as of Q1 2025.

Based on Stephens Inc's 13F filing for Q1 2025, filed 1 May 2025.